Glossary
User Management & Security

Permission Set

By: Alec Hollingsworth
Updated:  
July 16, 2025

Definition:

A Permission Set is a customizable group of access rules that define what a user can view or edit within a nonprofit software system.
A Permission Set is a collection of rules or configurations that determine what actions an individual user or group can perform within a software system. In nonprofit accounting and management tools, permission sets are used to ensure that users only have access to the data and functionalities relevant to their roles. This helps protect sensitive information, maintain data integrity, and streamline workflows. Administrators can assign default or custom permission sets to staff, board members, or volunteers, ensuring that everyone sees and edits only what they are authorized to. Effective use of permission sets supports compliance and organizational security by limiting access where necessary.

Key Takeaways

  • Defines user access levels within software.
  • Protects sensitive organizational data.
  • Customizable for different roles and responsibilities.

Why It Matters

Permission sets protect sensitive data, ensure compliance, and streamline user workflows.

Real World Example

A nonprofit organization uses Keela to manage its donor database, financial records, and volunteer schedules. The finance manager is assigned a permission set that allows full access to accounting modules but restricts access to volunteer management. Volunteers, on the other hand, receive a permission set that lets them view event schedules but not confidential donor information. This ensures that each user only interacts with relevant features and data, reducing the risk of accidental changes or unauthorized data exposure. As new staff join or roles shift, the administrator can easily adjust permission sets to fit evolving responsibilities.

Frequently Asked Questions

What is a permission set?

A permission set is a group of rules that control what a user can view or edit in a software system.

Why are permission sets important for nonprofits?

They protect sensitive information and ensure users only access data relevant to their responsibilities.

How do I assign permission sets in Keela?

Keela administrators can assign or customize permission sets for each user in the organization’s settings.

Can permission sets be changed later?

Yes, administrators can update permission sets as staff roles or organizational needs evolve.

Do permission sets affect data security?

Absolutely. Properly configured permission sets are a key part of maintaining data security in nonprofit software.

Related Terms

Accessibility Compliance
Automation Trigger in a Nonprofit CRM
Average Gift Size
Board Member Profile
Bounce Rate
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