FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Short Take: User Access Control

Short Take: User Access Control


It’s very likely you may have more than one person within your organization who can view or work in FundRaiser. During certain times of the year, volunteers may be entering in data and gifts or pledges. One of the useful features of FundRaiser Software is the ability to be able to control the information that someone can see, or even if they can edit or delete items from your database.

When you visit OPTIONS > USER SETUP, you have the ability to create usernames and passwords to better control who has access to your database. The very first user is the “supervisor”, who has the ability to add or edit user access. After that, you can create as many users for your database as you need.

When you add a username, moving through the tabs will turn off different menus, the ability to add or edit certain fields or tabs, and even if the individual can see financial data.  This information is fully customizable by you and is something our support team can assist with.

As we move into the fall and holiday fundraising season, you may wish to utilize this feature for your volunteers and other members of your organization.

You can contact our Technical Support Department at This email address is being protected from spambots. You need JavaScript enabled to view it. or 800-543-4131 for help on this and other questions about FundRaiser. 

Check Out Your Organization’s Fund-Raising Readin...
Finding the Time for Grassroots Fundraising

Related Posts

Wait a minute, while we are rendering the calendar
board members raffle user spotlights merge fields operating systems Crowdfunding Campaign office Groupings ROI donor contact information phoning donors membersip benefits password protection Company culture spare fields operational costs announcements endowment campaign charity golf tournaments brick campaign understanding giving trends training tip spreadsheets community supported gardens major gift prospects donor attrition rate Reporting to IRS LYBUNTS happiness donor recognition Task List features arts pledges event management custom page Facebook campaign mode code motivation code in honor of donations Congratulations role of nonprofits look and feel End of Year Letters animal rescue campaign management upgrade gift entry GoFundMe project accounting software premiums donation history Codes correspondence giving history fundraising letters change of address updating recurring gifts the Ask NCOA processing SYBUNTS communications banquet GivingTuesday Facebook membership programs major donors data entry volunteering appeal letters Tickles government grants Alternative Addresses memorial giving lapsed donor add ons building donor relationships Excel welcome packet online donations training fundraising moves management National Change of Address new leadership donor source tech tip grassroots campaign donor development director importing csv corporate sponsors social media Volunteer module annual campaign security online donations ticketsales donor loyalty membership benefits annual maintenance plan donor attrition monthly giving Resiliency case study customer portal Snow Birds community arts nonprofits on site training tax summary letters word processor PayPal updates mission driven support FundRaiser Spark #GivingTuesday increasing giving amounts overview Donor Portal reports customer service nonprofit fundraising community broadcasting solicitors upgrading donors disaster relief volunteers In-Kind gifts relationship tracking user interface alumni backing up data Reminders motivation donor slip giving levels data analysis data conversion flash sales tribute gifts ticket sales targeted mailings foundations how-to videos general grants product news thank you letters Thank You capital campaign small donations donor retention rate advanced tab gift notes field segmenting donors publicity materials follow up budget

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password