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
The new user will then receive an email inviting this user to establish their login credentials.
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🛈Note: A new user will by default receive access to Giving Day administration, Raise 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
- Grant/Remove access to Raise administration
- 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.