Learn how to modify an administrator’s access and security roles in this step-by-step guide. This help guide will cover how to modify an administrator’s access and security roles in Neon Fundraise.
Recommended Reading Before You Start
Content
Modifying Access and Security Roles for an Administrator
Instructions
Modifying Access and Security Roles for an Administrator
- Select the Organization tab on the top navigation bar.
- The Administrators tab displays your current administrators. Enter the name of the administrator to quickly access the user you wish to manage. Select the profile to see their level of access and security role.
- For this example, you want to change the administrator’s level of access by removing them from the organization level and adding them to an individual campaign. You also want to allow all permissions. To do this, select the red - button next to the Entire Organization row. This will remove the administrator’s access to all campaigns within their organization.
- Then, enter the name of the campaign that you want this administrator to have access to in the Add to campaigns field.
- You are not able to select the administrator's new security role from the dropdown menu. When finished, select the green + sign. Then select the X to close the window.