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How do Verified Owners manage users in the Bonterra Nonprofit Hub?

Verified organization owners can manage team roles and access from the Users page in the Nonprofit Hub.

Updated over 3 weeks ago

The Users section in the Organization Profile of the Bonterra Nonprofit Hub helps Verified Owners manage user access to their organization. It displays all users currently associated with the organization, including their roles and verification status.

FrontDoor account owners are automatically designated as Verified Owners in the Nonprofit Hub. These users retain administrative access and appear as the initial owners in the Users section.

Accessing the Users section

Nonprofit users can follow these steps to view the Users Section in the Nonprofit Hub:

  1. Click Organizations from the left side panel and select the “View profile” link beside the name of the organization.

  2. Click on the Users tab to view a list of connected users.

  3. Each row includes:

    1. User name

    2. Email address

    3. Phone Number

  4. Pending requests for user access are also visible in this tab, and Verified Owners can manage approvals directly.

There are specific user roles in the Nonprofit Hub, each with a limited set of permissions and levels of access. For a detailed breakdown of these roles, see: What are the Bonterra Nonprofit Hub user roles?

Adding a new user

Only the Verified Owner can accept requests to add additional users to the organization. Once verified, the added user becomes a Secondary User connected to the organization. To approve a pending user request:

  1. Log in to the Bonterra Nonprofit Hub with the registered owner’s email address.

  2. Navigate to the "Organizations" section from the left-hand menu.

  3. Click "View Profile" beside your organization.

  4. Open the "Users" tab to locate pending requests.

  5. Use the action options to approve or deny each request accordingly.

Removing a user

To remove a user, Verified Owners:

  1. Locate the user’s name in the Users section.

  2. Select the trash can icon next to their name.

  3. Confirm removal in the dialog box.

Only Secondary Users can be removed. Verified Owners cannot remove themselves or be removed by others through the interface. They can transfer ownership to a Secondary User, and the new Verified Owner can remove the prior owner’s account if needed.

Transferring ownership

Ownership can be transferred to a Secondary User, who then becomes the new Verified Owner and may remove the previous owner’s account if necessary.

  1. The current owner can initiate it by selecting the “Transfer Ownership” option next to a verified user.

  2. From the dropdown menu, select the Secondary User who should become the account owner.

  3. Click Transfer ownership to complete the process. After the transfer, you will no longer have administrative access to the account. This action cannot be undone.

If the new owner is not listed in the dropdown menu, a verified Secondary User must contact support:

  • Click the question mark icon in the bottom right corner to open the Resource Center, select “Contact Support,” then choose “Send us a message” to request an ownership transfer.

Handling Login Issues

If you’re unable to log in to approve requests, follow these steps:

  1. Verify Your Email: Ensure you are using the registered owner’s email address associated with your account.

  2. Reset Your Password: If you cannot remember your password, click "Forgot Password" on the Bonterra Nonprofit Hub’s login page and follow the prompts to reset your password.

  3. Attempt Login Again: Using the updated credentials, log in and proceed to the approval process outlined above.

Key reminders

  • Only Verified Owners can manage users.

  • All users must complete verification to gain access.

  • A user’s role and access are determined upon verification and connection to the organization.

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