Multiple User Accounts
Group & Non-profit accounts can have multiple users. Adding multiple users to your account allows you to delegate various administrative tasks such as message moderating, running reports or creating new pages. All user accounts have a role, granting or restricting access to certain features and settings.
The person who initially created your Visufund account will have an Admin login by default. Admins can create & delete users, and assign roles as required.
In this article, we'll cover the following:
Creating New Users
- Login with an Admin account
- Navigate to User Accounts from the Account Menu
- Click Add User
- Enter the email address and name of the new user
- Click Create Account
On submission, the new user will be emailed a link to set a password for their account. At this point, you can change their role by following the steps below. By default, all new users are set to a Campaigner role.
Assigning User Roles & Permissions
Admins can assign roles to give various permissions to colleagues and teammates.
To assign a User Role:
- Login with an Admin account
- Navigate to User Accounts from the Account Menu
- Select the User from the list
- Click the Edit button in Role
- Choose one of the following roles from the dropdown list
Admin
This is the highest role which grants permission to all account features and settings. This is the only role that can create User Accounts, change User roles and edit all Organisation Settings. We recommend having at least two admin users in your organisation, so one can cover the other in any absence.
Campaigner
Campaigners have access to the majority of features and settings, including creating and publishing new pages.
Report Writer
This role is suitable for users who are required to share their Custom reports with all users.
Moderator
Moderators can add offline donations and edit messages that appear on your pages.
Analyst
The Analyst role is recommended for people who only require read-only access to your account, eg. viewing unpublished pages or transaction data.
User Role Permissions
This table shows the permissions available to each user role:
| Feature | Admin | Campaigner | Report Writer | Moderator | Analyst |
|---|---|---|---|---|---|
| View all settings & data | |||||
| Download & write reports | |||||
| Update My Account | |||||
| Modify messages on pages | |||||
| Add & delete offline donations | |||||
| Share Custom reports | |||||
| Create, modify & publish pages | |||||
| Purchase products & plans | |||||
| Modify organisation profile | |||||
| Modify organisation details | |||||
| Create/Delete user accounts | |||||
| Access, edit & delete reports owned by other users |
Deleting Users
If you have previously added a user to your Visufund account, and they no longer require access, it is advisable to delete their user account. For example, you may wish to delete a user account if your colleague has left the organisation or changed role.
This will protect your Visufund account and ensure that only authorised employees have access to your data.
To delete a user:
- Login in with an Admin account
- Navigate to User Accounts from the Account Menu
- Click on the name of the user account you wish to delete
- Click Delete user from the menu