Security Roles Matrix

This matrix is a comprehensive reference of AmpliFund security roles access. The security roles are listed at the top of each column and AmpliFund pages are listed to the left of the rows. Users can view only their assigned items unless otherwise designated by all or linked. All indicates that the user can see all items in the account; linked indicates that the user can see all items linked to their department, project, or fund. A grayed-out box with no text indicates that the user will not have access. Light green rows, also designated with an asterisk (*), show add-on modules.

	Org Admin	Executive	Dept Admin	Dept User (Salary)	Dept User (No Salary)	Project Admin	Project User (Salary)	Project User (No Salary)	Fund Admin	Fund User (Salary)	Fund User (No Salary)	Researcher
Activity
Calendar	View all	View all	View linked	View	View	View linked	View	View	View linked	View	View
Events	View all	View all	View linked	View	View	View	View	View	View	View	View
Message Center	View	View	View	View	View	View	View	View	View	View	View
Tasks	Create Edit View all	View all	Create Edit View	Create Edit View	Create Edit View	Create Edit View	Create Edit View	Create Edit View	Create Edit View	Create Edit View	Create Edit View
Workflow Actions*	View	View	View	View	View	View	View	View	View	View	View
Achievements	Create Edit View all	View all	Create Edit View linked	Create Edit View	Create Edit View	Create Edit View	Create Edit View	Create Edit View
Expenses	Create Edit View all	View all	Create Edit View linked	Create Edit View linked	Create Edit View linked	Create Edit View	Create Edit View	Create Edit View
Timesheets*	Create Edit View	View	Create Edit View	Create Edit View	Create Edit View	Create Edit View	Create Edit View	Create Edit View	Create Edit View	Create Edit View	Create Edit View
Timesheet Approvals*	View	View	View	View	View	View	View	View	View	View	View
Payment Request Approvals	Edit View all	View all	View linked	View linked	View linked
Tracking Periods	Create Edit View all	View all	Create Edit View linked
Reporting Periods	Create Edit View all	View all	Create Edit View linked
Contacts
Organizations	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Individuals	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Staff	Create Edit View all (and Salary)	View all (and Salary)	View all	View all	View all	View all	View all	View all	View all	View all	View all
Sub-Recipients*	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all
Lead Recipients*	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all
Federal Government	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
State Government	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Local Government	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Foundation	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Corporation	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Vendors	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Research*
New Search*	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Saved Searches*	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all
Saved Opportunities*	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all	Edit View all
Opportunities for Review*	View	View	View	View	View	View	View	View	View	View	View	View
Grant Management
All Grants	Create Edit View all	View all	Create Edit View linked	View linked	View linked	View linked	View	View	View linked	View linked	View linked
Grants Awarded*	Create Edit View all	View all	Create Edit View linked	View linked	View linked	View linked	View linked	View linked	Create Edit View all	View linked	View linked
Sub-Awards*	Create Edit View all	View all	Create Edit View linked	View linked	View linked	View linked	View linked	View linked	Create Edit View all	View linked	View linked
Budget Personnel Line Items	Create Edit View all	View all	Create Edit View all	Create Edit View all		Create Edit View all	Create Edit View all		Create Edit View all	Create Edit View all
Award Management
Fund Opportunities*	Create Edit View all	View all	Create Edit View linked	Edit View linked	Edit View linked				Create Edit View all	View	View
Grant Opportunities*	Create Edit View all	View all	Create Edit View linked	Edit View linked	Edit View linked	Edit View linked	Edit View linked	Edit View linked
Form Templates*	Create Edit View all	View all
Awards*	Create Edit View all	View all	Create Edit View linked	Edit View linked	Edit View linked				Create Edit View all	Edit View	Edit View
Grant Awards*	Create Edit View all	View all	Create Edit View linked	View linked	View linked	View linked	View linked	View linked
Fund Management*
Funds*	Create Edit View all	View all	Create Edit View linked	Edit View linked	Edit View linked				Create Edit View all	View	View
Awards*	Create Edit View all	View all	Create Edit View linked	Edit View linked	Edit View linked				Create Edit View all	View	View
Project Management*
Projects*	Create Edit View all	View all	Create Edit View linked	View linked	View linked	Create Edit View all	View	View
Reports
Federal	View all	View all	View linked	View	View				View all	View	View
Fund and Opportunity*	View all	View all	View linked	View	View				View all	View	View
Post-Award	View all	View all	View linked	View	View	View all	View	View
Pre-Award	View all	View all	View linked	View	View
Project	View all	View all				View all	View	View
Recipient	View all	View all	View linked	View	View				View all	View	View
Time & Effort*	View all	View all	View linked	View	View
Custom Reports*	Create Edit View all	View all	Create Edit View linked	View	View	View	View	View	Create Edit View	View	View
Documents
Administrator	Create Edit View all	View all
Funds*	Create Edit View all	View all	Create Edit View linked	Create Edit View linked	Create Edit View linked				Create Edit View all	Create Edit View	Create Edit View
Grants	Create Edit View all	View all	Create Edit View linked	Create Edit View linked	Create Edit View linked	Create Edit View linked	Create Edit View	Create Edit View	Create Edit View	Create Edit View	Create Edit View
Individuals	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Opportunities*	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Organizations	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Projects*	Create Edit View all	View all	Create Edit View linked	Create Edit View	Create Edit View	Create Edit View all	Create Edit View	Create Edit View
Public	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Staff	Create Edit View all	View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all	Create Edit View all
Knowledge Center
Grant Intelligence	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all
News	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all
Forms and Tools	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all
Publications	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all
Webinars	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all	View all
Administration
License Information	Create Edit View all	View all
System Admin*	Create Edit View all
System Security	Create Edit View all
Lists	Create Edit View all
Actuals	Create Edit View all
Custom*	Create Edit View all