thankQ Help

Preset Role

Description

TQ Contacts Role

Users can create and edit Contacts, run contact reports and add/edit or delete Communication entries, Additional Addresses, Mailing Preferences, Relationships, Households, Groups and Actions.  Send a letter or email to one contact and log as a Communication entry.

TQ Mailings Role

Use the Mail Module to create mailings addressed to multiple contacts.  Includes access to Segmentation and Household grouping options.

TQ Payments Role

Create and Approve Batches.  Process Payments, run Finance Reports and load payments into a Batch via Excel.

TQ Pledge Role

Create Edit and Process Pledges.  This includes managing pledge instalments (e.g. adding, removing, writing down or placing instalments on hold).

TQ Finance Role

Users can create and edit Source and Destination codes.  Can also create excel templates to import payments via Excel and manage Pledge Administration options.

TQ Administrator Role

Access to all the system administration features.  This role should only be given to users that have attended this thankQ Administrators course

TQ Event Role

Users can create and edit Events, process event bookings and run event related reports.

TQ Membership Role

Create and Edit Membership Types and process Memberships and associated payments.

TQ Bequest Role

Read/Write access to the Bequest and Legacy module.  Users will be able to manage a Bequest Prospecting programme in thankQ and record Bequest payments from deceased contacts

TQ Canvassing Prospects Role

Provides Read/Write access to the Canvassing and Prospects Module, including CRM, Next Ask, RFM and Moves Management functionality.