Fundraiser Permissions (Crowdfunding)

Access prerequisites

• Permission (module): manageCrowdfunding
• License/Feature: CROWDFUNDING enabled in the tenant license (Vault).
• Menu container: accessed from the Crowdfunding screen ("Permissions" icon on the offering row). Route: /crowdfunding-permissions/:id — there is no dedicated menu item.

What it is / when to use

This screen defines who is responsible for a crowdfunding offering — the roles of the fundraiser and the offering team. This is where the operator links users (by email) to a specific offering, assigning roles such as Lead Fundraiser, Co-Fundraiser, Manager, or Auditor. These roles govern access on the fundraiser side (e.g., Fundraiser Profile in Midas-Web), distinct from operator permissions in the BackOffice.

Prerequisites

• Permission: manageCrowdfunding (CPM enum + dynamic module in the DB).
• License/Feature: CROWDFUNDING enabled.
• Dependencies: the crowdfunding offering must exist (the :id comes from the listing). The user to be linked must already be registered on the platform — the screen validates the email against the database.

Step by step

1. In the Crowdfunding listing, click the Permissions icon on the offering row.
2. The list shows the current responsible parties (email, name, role).
3. Use New permission to link a user.
4. Enter the email and validate — the system confirms whether the user exists.
5. Choose the role and save. Use Save and create new to register several in sequence.

Fields

Field	What it is	Required?	Effect on system/backend
Email	Email of the user to link	Yes	Validated against the database (getUserBasicInfo). If not found, displays "user not found" and blocks saving. In create mode, if the user is already a responsible party, displays "user already exists".
Role (role_name)	Role in the offering: CAPTADOR_PRINCIPAL, CO_CAPTADOR, GESTOR, AUDITOR	Yes	Default CAPTADOR_PRINCIPAL. Records the crowdfunding responsible link binding user_id to crowdfundingId with the chosen role.

Actions and modals

• New permission: opens the creation modal. Validates the email, assigns the role, and creates the link.
• Save and create new: saves and clears the form for the next entry without closing the modal.
• Edit: opens the existing link to change the role.
• Delete: removes the link (responsible party) from the offering.

Business rules / caveats

Attention

• Only users already registered can be linked — users cannot be created here.
• The email must be validated before the Save button is enabled.
• These roles belong to the fundraiser domain (access for the offering owner), and do not replace operator permissions in the BackOffice (dynamic modules + CPM enum).

Related screens

• Crowdfunding Management
• User Permissions