User Accounts
You can create additional user accounts to give others access to the same supporter or non-profit account. User accounts are assigned a Role, to grant or restrict access to features and settings. Please note that only users with the Admin role can administer user accounts. For non-profit account holders, we recommend having at least two Admin users.
Create a New User
- Login using an Admin account
- Navigate to User Accounts from the Account Menu
- Click Add User from the sub-menu
- Enter the email address and name of the new user
- Click Create Account
The new user will be emailed a link to set a password for their account. At this point (viewing the user account you have just created), you can change their role if required (see below table). By default, all new users are assigned the Campaigner role.
Modify & Delete Users
To access a user account:
- Login with an Admin account
- Navigate to User Accounts from the Account Menu
- Click on the email or name in the user list
You can now perform the following actions:
- Change the user email, name or role by clicking the Edit button next to the appropriate setting.
- Delete the user by clicking Delete user from the sub-menu.
We strongly advise to delete users who no longer require access to your account. For example, if a colleague has left your organisation. This will protect your Visufund account and ensure that only authorised persons have access to any data.
Role Permissions
This table shows the permissions associated with each role:
| Feature | 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 |