Users - How to Add, Edit, and Delete a User

The Users page allows you to view all users associated with your account, add or delete users, and edit user profiles.

Navigate to the Users page by clicking the Users tab in the Account Settings page.

Add a user

To add a user, click the Add A User button at the top of the page.

1. Complete the contact information. First name, last name, and email address are required.
2. If you want this user to receive GiveDirect communications like notices, announcements, and newsletters, click the Primary Contact box.
3. Complete the username and password and select whether the user will use MFA verification (it is set to "no" by default).
4. Select a user template to pre-set user permissions. (learn more about the different user templates in the article User Roles - Restricting access by company role).
5. Click the Create User button.

Edit a user profile

To edit a user profile, click the Edit button on the user's card. Then, complete the same steps for the user as listed above.

Delete a user

To delete a user, first click the Edit button for the user you wish to delete. Then, click the Delete User button at the bottom of the user's profile.