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
mailing appeal letters Importing Data word processor budget NCOA processing animal rescue LYBUNTS change of address updating motivation overview personalizing letters case study user spotlights salutation pictures customer service government grants prospects ticketsales training tip Thanksgiving donor preferences gift notes field segmenting donors FundRaiser Basic in honor of donations donor prospects accounting software donation history donor relations auction FundRaiser Spark repeat donors Task List fundraising letters flash sales giving levels solicitors charity golf tournaments Reporting to IRS customer portal holiday letters National Change of Address ROI Alternative Addresses Groupings premiums mode code Crowdfunding Campaign donor annual maintenance plan general Personalizing Company culture appeal alumni look and feel the Ask follow up donor source community supported gardens correspondence donor targeting tech tip donor attrition rate technical support direct mail letter templates grassroots campaign Reminders GivingTuesday gift acceptance policy legacy giving Facebook campaign Facebook new donors announcements donor engagement entering auction gifts custom page email anonymous donors SYBUNTS brick campaign data entry donor advised funds donor loyalty raffle lapsed donor volunteering Tickles user interface Snow Birds major donors GoFundMe project donor contact information mission driven on site training communications Cloud event management membersip benefits Excel foundations monthly giving #GivingTuesday online donations board members development director backing up data moves management motivation code passwords data analysis add ons vacation targeted mailings banquet holiday new leadership new nonprofit small donations community arts nonprofits updates donor recognition community broadcasting Resiliency grants online donations In-Kind gifts upgrading donors new version giving history new features nonprofit fundraising how to handle auction gifts role of nonprofits campaign recurring gifts understanding giving trends tribute gifts publicity materials volunteers disaster relief holiday giving transparency tax summary letters upgrade operating systems donor retention membership benefits spreadsheets support donor retention rate End of Year Letters advanced tab planning New Year training importing csv security increasing giving amounts merge fields adding personal notes to letters building donor relationships correspondance major gift prospects features fundraising Network for Good welcome packet donor slip office relationship tracking password protection ticket sales gift entry letter corporate sponsors Thank You merge notes campaign management thank you letters social media planned giving arts how-to videos Constant Contact Congratulations texting donors donor attrition memorial giving data conversion happiness phoning donors reports donor profile Volunteer module large donations capital campaign endowment campaign spare fields Codes annual campaign FundRaiser Hosted membership programs PayPal product news Donor Portal operational costs pledges

Connect With Us

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

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  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