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Managing Users in the Nonprofit Portal

As an Admin, you can manage who has access to your nonprofit’s portal. Keeping your user list updated ensures that only the right people have access to your nonprofit’s settings and data.

Adding a New User

  1. Navigate to "Manage Users" in the left navigation panel.
  2. Click the "Add User" button in the top-right corner.
  3. Enter the user's First Name, Last Name, and Email Address.
  4. Select their role:
    • Admin Access: Full permissions, including managing users, payments, and reports. Admins must complete Identity Verification before gaining full access.
    • Viewer Access: Read-only access to reports and organization details. No identity verification is required.
  5. Click "Send Invite": The user will receive an email invitation to join.

Note: New Admins must complete Identity Verification upon accepting the invitation before accessing all portal features.

Managing Existing Users

Editing a User’s Information

  1. Click the three-dot menu next to the user’s name.
  2. Select "Edit User".
  3. You can update the following:
    • First Name
    • Last Name
    • Role (Admin, Viewer)
  4. Click "Save Changes" to confirm updates.

Note: Email addresses cannot be changed directly. To update an email, contact support@givingafoundation.org.

Deactivating a User

  1. Click the three-dot menu next to the user’s name.
  2. Select "Deactivate". This removes their access to the portal.
  3. Confirm by clicking "Deactivate Account".
  4. The user’s status will change to Inactive.

Note: Once deactivated, users lose access but can be reactivated later if needed.

Resending a User Invitation

If a user needs a new invite:

  1. Click the three-dot menu next to their name.
  2. Select "Resend Invite".
  3. Confirm by clicking "Resend Invite". A new email invitation will be sent.

Additional Notes:

  • The "Manage Users" section is only available to Admins who have completed Identity Verification.
  • Admins can manage other users, update permissions, and deactivate accounts, but cannot change email addresses.
  • Viewers can access organization reports and details but cannot manage settings or users.