In RaiseDonors, you can add numerous users to access your account. Each user has the ability to have customized permission, which restricts and/or grants access rights to the various sections of your account.
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How to create an admin user
To create a user, you'll need to go to Account Settings -> Account Admins -> Add New User.
From there, you'll need to provide the following information:
- First & Last Name
- Email address
- Phone (optional)
With that, click "Send Invitation" and that user will be sent an email inviting them to be an admin user on your account.
Note, this email does have a lifespan of 7 days. If the user attempts to follow the instructions after 7 days have passed, the system will reject the request and the process will need to be started over.
After clicking the link from the email, the new admin user will be prompted to create a password. There are strong requirements around the password.
Additionally, the new admin user will be required to accept RaiseDonors terms and conditions. After clicking submit, the user will now have administrative access to RaiseDonors.
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Once a user accepts the invitation, you will be able to customize their permissions
Account Owners are the highest admin level and have the ability to perform every action in RaiseDonors.
Additionally, Account Owners receive an email copy of the monthly invoice from RaiseDonors when the account is charged.
If you choose to not have this user as an account owner, you can implement permissions as outlined below.
A full access user has the same unrestricted access as an account owner. The only difference is that account owners receive an email copy of the monthly invoice from RaiseDonors when the account is charged.
Customizing access allows you to implement restrictions on a user. Each area of access has three levels of restriction:
- No Access
Removes access to this feature. It is not possible for the a user in this role to see or edit any data/pages in this feature.
Provides view-only access to this feature. They will be able to access the screens, but will not be able to make any changes (additions, edits, or deletions).
- View & Edit
Provides unrestricted access to this feature. This allows them to make any change (additions, edits, and deletions).
The various areas of the site that you can customize access to are listed below.
This is where donation pages are created, edited, and archived. The Page report that summarizes the fundraising summary for this page is also included with access to this area.
- Transactions, Donor, Data, & Export
This is where the donation data resides. With access to this area, a user can view all transaction and donor data. Additionally, a user may export data from the export screen.
This is where the various funds inside of RaiseDonors are managed.
- Account Settings
This is where all account setup is managed. This includes access to your organization's contact information, billing information, user management, and merchant account setup. This is also where all integrations are managed and configured.