Before starting
As the main administrator, you can add or delete other admins on the software. By having multiple administrators, you can work as a team in real-time, no matter where you are.
It is also possible to give different access rights depending on the role of each person in your nonprofit.
No time to read? This video guides you!
Accessing the Administrator page
- Click on Settings in the bottom left corner.
- You will be redirected to the Admin Settings Center. Now head over to Administrators (either in the left menu or the center of the page).
Adding an Admin
- From this page, click on Add administrator.
- Two possibilities: If the person already exists in your CRM, search for their name or email address and select them; if the person does not exist in your CRM, you can add them as a contact via the link at the bottom of the pop-up window, named click here. Once the person is added to your CRM, you will be able to make them an administrator.
When adding a contact to your CRM, you must at least fill out their first and last name. We suggest also adding an email address for an administrator, as they will receive a confirmation email about the new access rights to the software.
For more information on adding a person, check out this article!
Modifying the Admin Access Rights
Once added, you can restrict admin rights by clicking on details on the right side of the admin's name.
For example, for a person who is in charge of CRM and Communication, click the CRM Manager and Communications Manager roles. This person will only have access to the CRM, website, and communications features.
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