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Manage Users Roles DonorWise users should be created and granted permission to perform functions based upon what type of role they have in processing donations. Granting users too many rights diminishes the security of the system by allowing users to view too much information or perform tasks that they...
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Creating a user in DonorWise In order to create a user in DonorWise, you must already be in the ‘security admin’ role in DonorWise. If so, the ‘Manage users’ screen will be available. 1. Click on the icon that looks like a person’s profile. 2. Enter the user name and full name of the user. 3. Press the...
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You manage each user's access to the system in the <Manage Users> field. Most of these roles will be assigned when you fill out the setup questionnaire. < Prev Topic | Next Topic >