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

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