How Do I Add More Users?
As an Admin:
Head to Account Settings (click on your nonprofit name in the top right of your account and then Account Settings)
Navigate to the ''Users'' section
Click ''Invite New User''
You will be prompted to add the name and email of the colleague you would like to add
You will be prompted to select if they are to have ''Admin'' or ''Agent'' permissions
They will receive an email with instructions on how to create their login
How Do I Change A User From An Agent To An Admin?
As an Admin:
Head to Account Settings (click on your nonprofit name in the top right of your account and then Account Settings)
Navigate to the ''Users'' section
Click on the user you'd like to update
Select the ''Role'' drop-down
Here you can select ''Admin''
Click on '"Save''
How Many Users Can I Have?
You can have as many agent/admin accounts as needed.
What Is The Difference Between Admins And Agents?
Admins can invite other colleagues to have a login for your organization's account whereas agents cannot.
Admins in your GivePanel account can also initiate integrations between GivePanel and other platforms, like your Facebook page. Agents cannot initiate integrations.
In the future, we will be creating more granular control over who can access what.
How Do I Remove A User?
At the moment, an admin of the account will need to contact support, either by using the support widget at the bottom right of your account or by emailing support@givepanel.com.
In the message, please let us know the name of the staff member and the email address and we will remove the user. In the future, you will have the functionality to do this yourself.