Roles & permissions

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

1. Go to the Employees Tab

Head to the Settings tab and select Employees to view your full employee list.

2. Locate the Employee

Use the search or scroll through the list to find the employee whose role you want to update.

3. Click the Ellipsis (⋮)

On the right side of the employee’s row, click the three-dot menu.

4. Select “View/Edit”

This will open the employee’s profile page.

5. Edit Role

Click on the Edit Role option to update permissions.

6. Choose a Permission Level

Select from one of the following roles:

1. 💻 All-Access Admin

Full administrative access to all settings and features, including campaign setup, volunteer management, groups, dashboards, match settings, and employee permissions.

✅ Receives email notifications for match approvals, donation receipts, and inquiries.

2. ☎️ IT Admin

Admin level access restricted to Millie’s system settings and user management features, including:

1. SSO/SCIM Configuration
2. 3rd Party Integrations (i.e. Slack)
3. Custom Attributes Management
4. 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

3. 👭 Group Lead

Can create and manage Groups, as well as launch campaigns and volunteer events for their team. Group Leads can 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:

1. Tracking volunteer hours for individuals or in bulk
2. Editing or deleting volunteer hours for event attendees
3. Managing event volunteers and participation

Great for ERG leaders, office champions, or anyone helping run local impact programs.

4. 💪 Impact Champion

Can create and launch campaigns and volunteer events across the company. Impact Champions can 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.

5. 📈 Finance Team

Can view and manage the Company Wallet, track transactions, and access billing settings.

✅ Receives email notifications for donation receipts.

6. 👋 Employee

Default role with no admin access. Can browse, donate, join groups, and sign up for events.

7. 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.

Watch a short video walkthrough here: