--- title: Permission Sets description: Learn how to manage user access by creating custom Permission Sets in your fundraising account, including detailed use cases, setup instructions, and user assignment steps. --- [Skip to content](https://help.anedot.com/knowledge/permission-sets#main-content) [![anedot-logo](https://help.anedot.com/hubfs/anedot-logo.svg)](https://help.anedot.com/knowledge?hsLang=en) Open main navigation Close main navigation - [Get Support ⤴](https://www.anedot.com/getsupport) [Get Support ⤴](https://www.anedot.com/getsupport) Here to help 👋 - There are no suggestions because the search field is empty. 1. [Public Help Center](https://help.anedot.com/knowledge?hsLang=en) 2. [Settings](https://help.anedot.com/knowledge/settings?hsLang=en) 3. [Access](https://help.anedot.com/knowledge/settings?hsLang=en#access) # Permission Sets ## This article guides you through creating, customizing, and assigning Permission Sets to control user access within your fundraising account. ![CleanShot 2025-08-21 at 11.25.32@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-08-21%20at%2011.25.32@2x.png?width=600&height=385&name=CleanShot%202025-08-21%20at%2011.25.32@2x.png) Customize user access by creating tailored Permission Sets that go beyond the default **Standard** and **Admin** levels. This allows you to define exactly what each user can view, edit, or manage within your fundraising account. --- ### Tables of Contents:  - [Custom Permission Set Use Cases](https://help.anedot.com/knowledge/permission-sets#use) - [Create a Custom Permission Set](https://help.anedot.com/knowledge/permission-sets#create) - [Assign Users to a Permission Set](https://help.anedot.com/knowledge/permission-sets#assign) --- ### Custom Permission Set Use Cases - **Limited Access for Data Entry Roles:** Create a permission set that allows users to **view and edit Action Pages** but restricts access to **financial data or billing agreements**. Ideal for team members responsible for updating campaign content without needing backend financial access. - **Finance-Only Access:** Build a set that gives users permission to **view, export, and manage transactions and commitments**, while hiding features related to donor relationships or page editing. This is useful for accountants or bookkeepers who need reporting access only. - **Consultant or Vendor Access:** Grant **third-party contractors** access to only the tools they need—such as Action Page creation or Billing Agreement setup—while keeping the rest of your account secure. Their permissions can be scaled back or removed entirely once their work is finished. - **Fundraising Manager Role:** Create a set that enables **full access to Action Pages and donor relationships**, but restricts billing, banking, and user management tools. This gives fundraising managers the access they need without exposing sensitive administrative controls. - **Team-Based Access Control:** Assign different permission sets to **teams based on their function** (e.g., Marketing, Development, Finance) to ensure each group has the right level of access for their responsibilities—no more, no less. --- ### Create a Custom Permission Set To create a new Permission Set: 1. Navigate to **Settings \> Access \> Permission Sets**. 2. Click the **Create a Permission Set** button in the top right corner. 3. Enter a **unique name** for your Permission Set. 4. Use the toggles to enable the specific permissions you'd like to include. 5. Click **Save** *All users with **View** access to **Action Pages** automatically have access to the **Virtual Terminal** for internal processing.* *If **View Billing Agreements** is disabled, users assigned to that set **cannot clone Action Pages**.* --- ### Assign Users to a Permission Set To assign a user to your custom Permission Set: 1. Go to **Settings \> Access \> Users**. 2. Hover over the user’s **email address**. 3. Click **Actions \> Edit**. 4. Select the desired **Permission Set** from the dropdown. 5. 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