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How do I delete admin accounts in Donor Management?
How do I delete admin accounts in Donor Management?
Updated over a month ago

If a member of your team or a volunteer is no longer with your organization or should no longer be listed as an admin on your account, you can revoke their access at any time.

While you cannot "delete" an admin because of historical data linked to their account, you can deactivate them! The steps outlined below will help guide you through that process.

Step 1: Navigate to the 'Admins' tab under 'Settings'

From your Dashboard, click 'Settings' on the left navigation menu. This will expand the menu - select 'Admins'.

Step 2: Inactivate your admin's status

From the 'Admins' page, click the 'Actions' button to the right of the admin's name you want to deactivate. A drop-down menu will appear where you can select 'Edit'.

'Inactive' admins cannot log in or access your organization's Donor Management System.

If you scroll down on the 'Edit Admin' page, you will find a section where you can edit your Admin's status. Under 'Status', click the radio button next to 'Inactive'.

Step 3: Save your changes

Once you have finished making your changes, click the blue 'Update & Save' button at the bottom of the page.

You will be directed back to the 'Admins' page, where under 'Role', the deactivated account should appear as 'Inactive'.

You can re-activate an admin's account anytime - choose 'Active' for their status and save your changes once again.

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