How do I add or change a user for my account?

You can add a new user to your organization or remove an existing user by editing your account settings. 

Sign in to your nonprofit account, and click Settings.

Click Add or Edit Users.

Edit a user

You can also edit the user's name, email address, phone number, or role. To do this, click Edit next to the person's name. Make the changes and click Update Account. If you want to remove a user from your account, click Delete.

Change a user's role

To change a user's role, click the drop-down and select Admin, Standard, or Event Restricted, then click Update. Note that there are three types of users, Standard, Admin, and Event Restricted. Standard users have access to:

  • View reports.
  • Change their password.

Admin users have access to:

  • Add, modify, and delete users.
  • Change thank you and matching-gift message text.
  • View reports.
  • Change their password.
  • Add or edit events.
  • Edit the nonprofit page.
  • Send emails through the nonprofit email tool.

Event Restricted users have Standard-level access throughout your account, but when you are creating an event, you'll have the option to give them Admin-level privileges with that specific event.

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