Need help building your page for an event or capital campaign? Have a long list of donations to enter into your database? This is what friends are for.
If you're lucky enough to have some colleagues helping you out, you'll want to grant them admin access to your Donor Management System and Fundraising Pages (no sharing passwords required.)
You can flip between accounts by finding the My Tools button at the top right corner. If your colleague gets an error when they try this, it might be time to grant them more admin access!
IMPORTANT: You can give an administrator access only to Donor Management or to the Fundraising Pages. But if you want your admin to have access to both, it's essential to set them up using the same email address for both accounts.
Let's start with Donor Management.
First, click "Settings", and choose "Admins" from the left hand menu.
Then click the orange Add Admin button on the right.
On the next screen, enter the admin's name and email address. They'll use this email address to login and reset their password if needed. You can add a phone number and photo too, but those are optional.
Finally, select an access level. You have full control over what your staff and volunteers can do with the system.
Supervisor: Full access - can edit all data, manage admins, and create custom fields.
Staff: Can edit all data, but not manage administrators or create custom fields.
Recorder: Cannot view information - can only enter data.
Viewer: Can view your database, but cannot edit.
Click Save and you're done! The new admin will receive an email prompting them to set a password (unless they are already a user on your Fundraising Pages account, in which case thy should just log in with those same credentials)
Adding an Admin to the Fundraising Pages
First, click People > Admins
Click New Admin.
You'll then be prompted to enter the admin's name and email.
Then select the role - if you'd like the new admin to have the same access as yourself, select Supervisor.
Optionally, select notice roles for the admin - these are simply different options for notifications that the admin can receive.
TIP: We recommend checking "order confirmation BCC recipient" if you'd like the admin to receive notifications about every donation. Or select "Donation Reports Recipient" if you'd like the admin to receive daily reports via email for days when donations are made.
Finally, click Create Admin.
Your new admin will automatically receive an email with instructions for setting a password and logging in, unless they are already an administrator in Donor Management.
TIP: If your colleague doesn't receive the email within a few minutes, ask that they check their spam folder (just in case!)