Millie makes it easy to assign the right level of access to different employees based on their role in your giving program. Whether someone is leading an ERG, managing funds, or simply participating, you can customize their access accordingly.
How to Change Employee Permissions
- Go to the Employees Tab: Head to the Settings tab and select Employees to view your full employee list.
- Locate the Employee: Use the search or scroll through the list to find the employee whose role you want to update.
- Click the Ellipsis (⋮): On the right side of the employee’s row, click the three-dot menu.
- Select “View/Edit”: This will open the employee’s profile page.
- Edit Role: Click on the Edit Role option to update permissions.
- Choose a Permission Level: Select from one of the following roles:
- 💻 All-Access Admin: Full administrative access to all settings and features, including campaign setup, volunteer management, groups, dashboards, match settings, and employee permissions. All-Access Admins are also the only role allowed to approve & publish a Millie Madness Bracket (though other roles can create drafts!) Plus, they're the only role that can set a campaign-specific match ratio or budget! Receives email notifications for match approvals, donation receipts, and inquiries.
- ☎️ IT Admin: Admin level access restricted to Millie’s system settings and user management features, including: SSO/SCIM Configuration; 3rd Party Integrations (i.e. Slack); Custom Attributes Management; Employee Provisioning, Role Assignment*, and List Views. *IT Admins can manage and upgrade role assignments for all employee roles accept All Access Admins and Finance roles. For security/compliance reasons, only All Access Admins (or Millie Support) may assign the “All Access Admins” or Finance permissions with an organization
- 👭 Group Lead: Can create and manage Groups, as well as launch campaigns and volunteer events for their team. Group Leads can draft Madness Brackets, create and publish initiatives (following your company’s approval flow), access the full Campaign Template Library, and track donations on behalf of employees or teams. They can also manage volunteering activities by: tracking volunteer hours for individuals or in bulk; editing or deleting volunteer hours for event attendees; managing event volunteers and participation. Great for ERG leaders, office champions, or anyone helping run local impact programs. 💜 Heads up: campaigns built by a Group Lead use your company's annual match ratio and budget. Dreaming up a campaign with a special ratio or separate budget? Just ask an All-Access Admin to set it up!
- 💪 Impact Champion: Can create and launch campaigns and volunteer events across the company. Impact Champions can draft Madness Brackets, create and publish initiatives (following your company’s approval flow), access the full Campaign Template Library, and track donations on behalf of employees or teams. Unlike Group Leads, Impact Champions cannot manage volunteer attendees or volunteer hours. This helps protect employee privacy and supports programs where volunteer hours may be tied to donations or rewards. Need someone to manage volunteer hours without giving full Admin access? Assign them as a Group Lead instead of an Impact Champion. 💜 Heads up: campaigns built by an Impact Champion use your company's annual match ratio and budget, since the separate ratio and budget options aren't available to them. Want a special match? Just ask an All-Access Admin to set it up or tweak the campaign before it's published!
- 📈 Finance Team: Can view and manage the Company Wallet, track transactions, and access billing settings. ✅ Receives email notifications for donation receipts.
- 👋 Employee: Default role with no admin access. Can browse, donate, join groups, and sign up for events.
- Save Changes: After selecting the appropriate role, click Save to apply the updated permissions.
🔒 Note: Only All-Access Admins or IT Admins can assign or change roles.
🗂 Capabilities at a Glance
Capability | All-Access Admin | Group Lead | Impact Champion |
Create and publish campaigns and events (following your approval flow) | Yes | Yes | Yes |
Approve draft submissions when approvals are on | Yes | No | No |
Use the annual match ratio and budget in a campaign | Yes | Yes | Yes |
Set a campaign-specific match ratio or budget | Yes | No | No |
Draft a Giving Madness bracket | Yes | Yes | Yes |
Approve and publish a Giving Madness bracket | Yes | No | No |
Track or edit volunteer hours | Yes | Yes | No |
Edit match settings | Yes | No | No |
View and export Analytics | Yes | Their groups only | No |
Watch a short video walkthrough here: