Users and Roles

User Accounts

The User Accounts 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 User Accounts in the Account Settings page.

Add a user

To add a user, click the Add A User button at the top of the User Accounts page in Account Settings and complete the steps below.

1. Complete the contact information. First name, last name, and email address are required.
2. Select the user role (see more about roles in the User roles section of this page).
3. If you want this user to receive GiveDirect communications like notices, announcements, and newsletters, click the Primary Contact box.
4. Complete the username and password and select whether the user will use MFA verification.
5. Click the Submit New User button.

Edit a user profile

To edit a user profile, click the Edit button at the top of the user's card in the User Accounts page. 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 button at the bottom of the user's profile.

User roles

There are two user roles for control panel access: Administrator and User.

Administrator

The Administrator role has full access to all control panel functions.

User

The User role is limited and is largely a "read only" role.

A User role may:

• view transaction reports
• view recurring payment records
• process payments
• process refunds
• view deposits
• view organization information
• view (limited) bank account information
• view or upload a logo
• edit their own user profile

A User role may not:

• edit transaction records
• edit recurring payment records
• create or edit fundraising forms
• create or edit email receipts
• edit organization information
• edit bank account information
• view or edit principal controlling officer information
• view or edit other user accounts