> ## Documentation Index
> Fetch the complete documentation index at: https://docs.overflow.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles

> Give each staff member the right access, out of the box.

Roles let you give each staff member the right level of access to the Nonprofit Dashboard so your team has what it needs and nothing more.

## Prerequisites

Roles are in beta and enabled per organization. If you don't see role options when inviting a user, reach out to your Overflow contact to have them turned on for your account.

Only Organization admins can invite new users and assign roles.

## How Roles work

A role is a predefined bundle of access that matches a common church position. You pick the role that fits the person's job, and the right access follows automatically. Roles are not customizable, so you don't have to configure permissions one by one.

For multi-campus organizations, most roles can be scoped by location so a campus pastor sees only their campus. See [Locations](/overflow-for-nonprofits/account-team-settings/locations) for how location scoping works.

## Invite a user and assign a role

<Steps>
  <Step title="Invite the user">
    As an Organization admin, open your team settings and select **Invite user**. Enter the person's email address.

    <Note>Screenshot to add: Invite a user. Suggested path: `/images/nonprofits/roles/invite-user.png`</Note>
  </Step>

  <Step title="Assign a role">
    Choose the role that best fits the person's job. See the table below for what each role includes.

    <Note>Screenshot to add: Assign a role. Suggested path: `/images/nonprofits/roles/assign-role.png`</Note>
  </Step>

  <Step title="Scope the role by location (optional)">
    If the person should only see certain campuses, limit their access to those locations. A campus pastor, for example, is typically given the Location admin role scoped to their campus. Send the invitation to finish.

    <Note>Screenshot to add: Scope by location. Suggested path: `/images/nonprofits/roles/scope-location.png`</Note>
  </Step>
</Steps>

## The six roles

| Role               | Best for                                        | What they can do                                                                                                                                                                                                   |
| ------------------ | ----------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Organization admin | Founders, executive directors, operations leads | Full access to everything in the Nonprofit Dashboard, including inviting new users and managing organization settings.                                                                                             |
| Location admin     | Campus pastors and campus leaders               | Broad access scoped to assigned locations. Can manage contributions, recurring gifts, people, giving links, and pledges for their campuses, and can view locations and funds.                                      |
| Finance            | Bookkeepers, treasurers, finance staff          | Financial operations across the organization. Includes reconciliation and payouts, contributions, recurring gifts, reporting, manual deposits, virtual terminal, pledges, migration, the AI assistant, and people. |
| Developer          | Technical staff and engineers                   | Access to the developer section only, including API keys, authentication, and webhooks.                                                                                                                            |
| Volunteer          | Volunteers helping with gift entry              | Limited access focused on gift entry: manual deposits, virtual terminal, and basic people information, plus read-only visibility into campaigns.                                                                   |
| Tap only           | Staff who only run the Tap device               | Access limited to Tap features.                                                                                                                                                                                    |

The Tap dashboard is not scoped by location today, so Tap access applies across the organization regardless of which locations a user is assigned.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Who can invite new users?">
    Only Organization admins. If you need to add a teammate and don't have the option, ask an Organization admin on your team to send the invite.
  </Accordion>

  <Accordion title="Can I customize what a role can do?">
    Not today. Roles are predefined so you can assign the right access quickly and safely. Pick the role that most closely matches the person's job.
  </Accordion>

  <Accordion title="Can one user cover more than one campus?">
    Yes. When you scope a role by location, you can assign the user to more than one campus. Their access will apply across every location you select.
  </Accordion>

  <Accordion title="Does the Tap role only apply to one campus?">
    The Tap dashboard is not location-scoped today, so a Tap only user has access across the organization.
  </Accordion>
</AccordionGroup>

## Next step

Once your team is set up, revisit how giving is organized to make sure each campus and fund is ready for donors. Start with [Locations](/overflow-for-nonprofits/account-team-settings/locations) if you're still setting up campuses, or head to [Funds](/overflow-for-nonprofits/accept-giving/funds) to fine-tune how gifts are designated.