User Roles and Permissions

Every person in a workspace has one role. The role decides what they can see and do. DonorDesk has seven roles.

Role	Typical person	Summary
Admin	Head of programmes, operations lead	Everything, including team, billing, settings and audit log.
Project Manager	Programme manager	Runs projects: logframe, templates, evidence, reports, approval and export.
M&E Officer	Monitoring and evaluation	Logframe, indicators (enter and verify), evidence, activities, drafting and editing reports.
Grants Officer	Donor reporting / grants	Templates, evidence upload, generating, editing and exporting reports, confidentiality overrides.
Field Officer	Field staff	Log activities and upload evidence.
Compliance Officer	Compliance / risk	Verify evidence, manage the compliance checklist, view the audit log.
Viewer	Board, donor liaison, auditor	Read-only: browse projects and export reports.

What each role can do

Capability	Admin	Project Manager	M&E	Grants	Field	Compliance	Viewer
Manage organisation and team	✓
Create projects	✓
Edit project	✓	✓
Delete project	✓
View projects	✓	✓	✓	✓	✓	✓	✓
Manage donor templates	✓	✓		✓
Manage logframe	✓	✓	✓
Enter indicator values	✓	✓	✓
Verify indicators	✓	✓	✓
Upload evidence	✓	✓	✓	✓	✓	✓
Verify evidence	✓	✓	✓			✓
Delete evidence	✓
Log activities	✓	✓	✓		✓
Approve activities	✓	✓
Generate reports	✓	✓	✓	✓
Edit reports	✓	✓	✓	✓
Decide on flagged statements	✓	✓
Approve reports	✓	✓
Export reports	✓	✓		✓			✓
Override confidentiality on export	✓			✓
Manage AI Writing Style	✓	✓
Manage compliance checklist	✓	✓	✓	✓		✓
Comment	✓	✓	✓	✓	✓	✓
View audit log	✓	✓				✓
Manage billing	✓

Plans limit seats: Viewers are counted separately and cheaply from full seats (see Plans and limits).

Project assignments

On each project's Team tab you assign workspace members to that project with a project role. Access to a project's data follows these assignments as well as the workspace role.

See How to invite team members and How to change a member's role.