Users are able to log into the back end of your Neon instance and see constituents' information. It looks something like this:
A logged in constituent can only ever see their own information. If you allow constituents to log in, they will see something that looks like this. Logged in Users will not see a screen like this.
Follow these steps to add additional Users to your CRM.
Navigate to the Settings cog User Management.
Select Add New User.
Fill in their email address and name.
Choosing someone's User Group determines their permissions in the CRM.
- Choose Administrator for someone who can see, edit, and delete everything in the CRM. Administrators will be notified about every new User created.
- Choose User for someone who can manage accounts, transactions, and communications but not administrator tools like Global Settings or forms.
Generally, leave API Access off. If you are establishing an integration which requires API Access, you can create a new System User account for the integration. This setting can always be adjusted later.
Click Create User. All Administrators will receive an email letting them know about the new User. The newly created User will shortly receive an email requesting that they establish a password for their User account.
The verification links are valid for 24 hours. If the user does not receive the email or fails to confirm their email address within this time, Resend Welcome Email or Reset Password from the Edit screen of their user account. The text on the button will vary depending upon whether they have yet to confirm their user account.
When they click the Create My Password link, they will set a new password. Fill in these fields and click Change My Password.
Select Open on the appropriate Application Tile. You're in!