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

  • Font size: Larger Smaller
  • Subscribe to this entry
  • Print
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 Support@FundRaiserSoftware.com or 800-543-4131 for help on this and other questions about FundRaiser. 

in Non-Profit Fundraising Tips Hits: 103
0

Comments

EasyBlog Calendar

Loading ...

EasyBlog Tag Cloud

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

Connect With Us

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

Customer Portal Login Form

User Name:
Password:

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