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

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