Users can be added to allow colleagues, consultants, and others access to your Giving Day account.
To add a user:
- Navigate to the My Users tab in the top navigation of your Giving Day account.
- Click the Add a new user button in the top right corner
- Complete the required fields: First Name, Last Name, and Email
🛈Note: The email address that you enter here will be used as their login and will receive system notifications - Click the Submit button
This action will trigger an email sent to you from our platform provider Neon, with "Password" in the subject line. Go ahead and follow the steps in that email to set up a new password for your user login. You'll want to check your spam and junk mail folders if you aren't seeing this email in your inbox right away!
🛈Note: A new user will by default receive access to Giving Day administration, and email notifications. To modify this access, see below entitled to manage an existing user.
To manage an existing user:
- Navigate to the My Users tab in the top navigation of your Giving Day account.
- Locate the user you’d like to manage from the My Users list
- Click the Manage Settings button to the right of the user
- Make your changes and either confirm or submit
The following changes may be made to an existing user:
- Grant/Remove access from Giving Day administration
- Grant/Remove Giving Day system email notifications
- First/Last name changes may be made only by the account owner
(you must be signed in as this user to edit a name)
To change the email address of an existing user:
The email address of an existing user cannot be changed. When this becomes necessary, we recommend that you remove all access for the existing user and create a new user with the appropriate email address.