How do I add or change a user for my nonprofit account?
You can add a new user sign in for your organization or remove an existing one in your nonprofit account area, just follow these steps:
- Sign in to your nonprofit account (forgot sign in details?)
- Click Account
- Click Add or edit users
Edit a user
You can also edit the user’s name, email address, phone number or role. To do this, click edit. Make the changes and click update account. If you want to remove a user from your account, click delete.
Changing a user’s role
To change a user’s role, click the drop down and select the admin or standard, then click update.
Please note – there are two types of users – Standard or Admin.
Standard users have access to:
- View reports
- Change their password
Admin users have access to:
- Add, modify and delete users
- Change thank-you and matching-gift message text
- View reports
- Change their password
