Chapter 11: Configuring Additional Nonprofit Cloud Features and Security
In Chapter 9, Installing Nonprofit Cloud Solutions, we installed NPSP and the additional features that are available for PMM and V4S. In Chapter 10, Configuring Fundraising Features, we configured the fundraising features for NPSP. In this chapter, we will finish configuring PMM and V4S. Although we may not perform every configuration in detail, we will walk through the configurations for the most common use cases. Case Management is a paid add-on for PMM where we will make these configurations.
After completing this chapter, you will know about the following:
- Configuring permission sets in PMM
- Implementing configurations in V4S for volunteers and staff
- Setting up Case Management
The last two sections in this chapter will be about data management and security and any additional permissions considerations that are relevant to implementing Nonprofit Cloud. Here, we will do the following...
