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Last updated: 18-11-2022

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.

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 viewing unpublished pages or transaction data.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:

FeatureAdminCampaignerModeratorAnalyst
View all settings & data
Download reports
Update My Account
Modify messages on pages
Add &delete offline donations
Create, modify & publish pages
Purchase products & plans
Modify organisation profile
Modify organisation details
Create/Delete 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