Why are there different admin access levels within my Bonterra products?
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.
What are the differences between the different admin levels?
There are six different admin access levels within Donor Management, and three different admin access levels within Fundraising Pages.
Donor Management Admin Access Levels
Supervisor: these admins have full access, including adding and managing the access of other admins within your Donor Management system.
Staff: these admins have all the same access as Supervisors, except they cannot access anything under the “Settings” option within the Donor Management menu (i.e. adding other admins, creating custom fields, importing data, or accessing billing information)
Staff-Limited: these admins have similar access to Staff, except that they cannot view any financial information about donors (such as giving history or giving totals). They can access financial totals for your organization as a whole, but don’t have visibility into financial details at the donor level.
Recorder: these admins can add contact and donation information, but cannot see anything else within the system or perform any other actions.
Viewer: these admins have full access to see everything within the system, including donor contact information or financial records – but cannot make any changes to those records.
Accountant: these admins have access to transaction information and information related to the QuickBooks Online integration only, and cannot see anything else within the system or perform any other actions.
Fundraising Pages Admin Access Levels
Supervisor: these admins have full access, including adding and managing the access of other admins within your Fundraising Pages system.
Manager: these admins have all the same access as Supervisors, except that they cannot add or edit admins, edit site settings or billing information; or view payment processor details. They can view reports and donor profiles, and can add offline donations through the platform.
Writer: these admins can create or edit campaign pages, but cannot view reports, site settings, or donor profiles within Fundraising Pages.
Why are there different admin levels listed in Fundraising Pages than the admin levels listed in Donor Management?
Similar to how the different levels of access within Donor Management allow specific admins to perform specific, we wanted to make sure that you had full control over who could access the different parts of your Bonterra 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.
You can create an admin who has access to Fundraising Pages only, by creating that admin in Fundraising Pages first. For more on how to create these types of admins, please check out this helpful how-to.
How do I add a new admin?
Check out our related article here on how to add admins in both Donor Management and Fundraising Pages!
What if an admin never receives an email invite to access the system?
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 Network for Good 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!)
How do I deactivate an admin who is no longer part of my organization, or never accepted an invitation to access the system?
To remove an admin’s access, you can change their status from “Active” to “Inactive” in both Donor Management and Fundraising Pages.
Deactivating Admins in Donor Management
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.
Deactivating Admins in Fundraising Pages
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.
Why can’t I delete or remove an admin?
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.
How do I change the email address associated with my admin account?
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.