Overview

Admins can invite users to a charity they have access to. For more information on adding users as an Admin see the article Invite a New User. Super Admins can add new users with access to one or more charities in an organization and set their permission levels. 

In this article, we’ll go over how you can add a new user and set their permission levels. 

Add a New User

In the Super Admin Dashboard, click Users in the right menu. 

The Users page will open. Click Create New User in the top right. 

The Enter User Email window will open. Enter the email address for the new user and click Proceed. 

The Create User window will open. Enter the user’s First and Last Name. The Email will populate based on the previous window. 

A list of charities in your organization will appear below. Use the checkboxes to select one or more charities the user should have access to. For each charity, you can select the user level or permission level. For more information on the options, see the article Understanding User Types. 

Next, you can set a password for the new user’s first login. Enter the initial password in the New password field. If you want the user to create their own password, leave the field blank. 

Enter the password again in the Confirm password field if you are setting one manually, otherwise, leave this field blank as well. 

At the bottom of the page, there is a checkbox for Super User. To make this user a Super Admin with access to all charities with all permissions, check the box. This will override any selections made at the charity level. 

If you want the Super User to be assigned as a Platform Sales Rep for new system accounts, check the box below as well. When you’re done, click Create User at the bottom. 

The new user will receive an invitation email with a login link.