User Accounts
Admins can create additional user accounts to give others access to your supporter or non-profit account. You should never share your login details with other people (i.e. sharing the same user account with your team). Consider the following issues of using a shared account:
- There is no visibility or audit trail of individuals accessing data and making changes.
- Staff/Team members who have left your organisation may still have access.
- We cannot provide support to persons contacting us from an email address that is different to their account.
- The platform will behave unexpectedly when the same user account is concurrently in use.
Implementing user accounts for each member of your team allows you to:
- Manage starters/leavers by creating or deleting accounts.
- Assign Roles to each user, granting permission to specific features.
We recommend that Non-profit account holders create at least one additional user account with the Admin Role. This provides redundancy if an Admin is absent or leaves your organisation.
User Accounts List
To view a list of all users, navigate to User Accounts from the Account Menu. The table shows user's name & email address, an icon representing their 2-step verification status/method, their role and the last time they were active.
Simply click on the user's name/email to view their details in full and perform any further tasks.
This list is also displayed when you are viewing a specific user or My Account, for easy navigation.
Add a New User
- Navigate to User Accounts from the Account Menu.
- Click Add User from the submenu, or the button near the top of the list.
- Enter the First name, Last name & Email address of the new user.
- Change the Role if required (see table below).
- Click Continue
The user will be emailed a link to set a password for their account.
Delete a User
To protect your account and prevent unauthorised persons accessing sensitive data, users who no longer require access should be deleted. You can delete a user:
- From the User Accounts list: Click the Delete button next to the appropriate user.
- Viewing a User Account: Click Delete User from the submenu
Role Permissions
| Permission | Admin | Campaigner | Moderator | Read-only |
|---|---|---|---|---|
| View all settings & data | ||||
| Download & write custom reports | ||||
| Update own user account details | ||||
| Modify messages on pages | ||||
| Add & delete offline donations/messages | ||||
| Share custom reports | ||||
| Create, modify & publish pages | ||||
| Purchase products & plans | ||||
| Modify organisation profile | ||||
| Modify organisation settings | ||||
| Create, modify & delete user accounts | ||||
| Modify & delete reports owned by other users |