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

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