You know the adage “Less is More” and its companion “You can have too much of a good thing.” Those words of wisdom are certainly true when it comes to finance roles in TouchPoint. You can be robbed of your rights by having too many finance roles.
No doubt you know that OrgLeadersOnly is a limiting role. It actually restricts the rights of the user who has that role. But there are other limiting roles in TouchPoint, particularly within the Financial category. In the image below, the three roles to the right are all potentially limiting. They can reduce the rights of someone who has the Finance (or FinanceAdmin) role.
You can read about the FinanceViewOnly and FinanceDataEntry roles in this alphabetized list of roles. But since the name of the FundManager role can cause confusion, I need to include a warning. Contrary to what its name may lead you to think, this role does not give the ability to manage your church’s list of funds. Instead, it is used with a special feature (Fund-Based Finance Roles), to restrict a user’s rights to only the fund or funds specified by means of other roles. Few churches have need for this special feature, so for the vast majority of you, just realize that this is another limiting role that can decrease your rights.
One final note: Although the Finance and FinanceAdmin roles do not conflict, it is never necessary to have both. If you have FinanceAdmin, you have all the rights given by the Finance role, plus additional rights. If you have both the Finance and Admin roles, the FinanceAdmin role will add nothing to the rights you already have. So simply choose which one of these two roles is appropriate. You will need the FinanceAdmin role if (1) you do not have the Admin role, and (2) you need to open bundles that have been closed or you need the ability to give someone else the Finance role.