There’s a good chance that you aren’t running your whole organization by yourself – which means you’ll probably need to give a few additional folks access into your Donor Management system.

We understand that different people in your organization may have different responsibilities, and some may need varying levels of access to perform different tasks. The different admin access levels let you have more control over what your staff and volunteers can access and accomplish while working within your system.

There are six different admin access levels within Donor Management, and three different admin access levels within Fundraising Pages.
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Just like how the different levels of access within Donor Management allow specific admins to perform specific actions, we wanted to make sure that you had full control over who could access the different parts of your Network for Good system.

For example, you may need someone on your team to have access to creating donation pages – but you don’t want them to have access to all your donor’s personal data.

To add another admin, you’ll first want to click on “Settings,” and then select “Admins,” from the options located in the menu to the left of your screen.

On the next page, you’ll want to locate and click on the orange “Add Admin” button towards the top-right corner of your screen.

On the next screen, you’ll enter the new admin’s full name and email address, and mobile phone number. You also have the option to add a photo, but that field isn't required.

The email address you enter here will be the email address this new admin uses to log in, so be sure to double check that it’s spelled correctly!

Please also be sure to add a valid mobile phone number to an admin's account. Donor Management uses 2FA authentication as an added security measure, so having an updated phone number in that field is crucial!

You’ll then want to select the access level that this new admin will have, and then click “Save” to finish this process.

Your new admin should receive an email that will prompt them to set up a password; once they get that set up, they should be able to log in and get to work!

Good news! If you’ve already given someone admin access to Donor Management, they’ll already have access to Fundraising Pages – they'll use the same email and password to log in and access your pages.

Sometimes an admin that you've invited to access the system never receives the automated email that allows them to set up their user account (pesky spam filters!).

If that happens, not to worry. Your new admin should be able to go to your login page - and instead of entering an email or password, they can click on the "forgot password?" link below those two fields.

By clicking that, the admin will be able to enter the email address that the invite was originally sent to, and the system will then send them a second email, prompting them to securely "reset" their password. (And by "reset" here, we mean create a new one!)

We know that you’re just getting started and it’s a little early to discuss – but there may come a time where you need to deactivate an admin in your system who is no longer part of your organization.

To remove an admin’s access, you can change their status from “Active” to “Inactive” in both Donor Management and Fundraising Pages.
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In Donor Management, you should be able to adjust an admin’s status by clicking on “Settings,” and then selecting “Admins,” from the options located in the menu to the left of your screen.

You should then see a list of all of the admin accounts that have been added into Donor Management. You’ll want to locate the admin that you’re trying to deactivate, and then click on the “Actions” button next to the admin’s name and selecting “Edit” from the drop-down menu.

Then, you’ll want to locate the “Admin Status” section of the profile, and select “Inactive” from the drop-down menu options.

Finally, you’ll want to click on “Update and Save.” This should immediately remove that admin’s access to log into your Donor Management platform moving forward.

In Fundraising Pages, you should be able to change an admin’s status by selecting “People" from the navigation bar at the top of your page, and selecting “Admins” from the drop-down menu.

You should then see a list of all of the admin accounts that have been added into Fundraising Pages. You’ll want to locate the admin that you’re trying to deactivate, and then click on the “Actions” button next to the admin’s name and selecting “Edit” from the drop-down menu.

When the page reloads, scroll down to the section titled “Admin Status” and select the “Inactive” option from the drop-down menu.

Finally, click on the “Save and Exit” button. This should immediately remove that admin’s access to log into Fundraising Pages going forward.

Please note – deactivating an admin in Fundraising Pages will not also simultaneously deactivate the same admin in Donor Management. You will need to deactivate the admin in both locations to remove all access to your platform.

Whenever an admin performs a task in Donor Management or Fundraising Pages (such as editing a contact, adding a donation, creating a report, etc.), that task is then tied to that admin.

If an admin’s account were to be deleted, all the tasks that the admin had completed would then be altered, and the integrity of your data would be affected. To avoid this, an admin cannot be deleted from Donor Management or Fundraising Pages, and must instead be deactivated.

Not to worry, however – an admin cannot access a previous system after their admin account has been deactivated.

You may find a need to update the email address that you use to log into your admin account – while you can’t update that on your own, that is something that our Support Team can assist with.

We recommend sending them a message that includes your organization’s name, what email you currently use to log in, and what email you’d like to use to log in instead.