FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Short Take: User Access Control

Short Take: User Access Control

 

It’s very likely you may have more than one person within your organization who can view or work in FundRaiser. During certain times of the year, volunteers may be entering in data and gifts or pledges. One of the useful features of FundRaiser Software is the ability to be able to control the information that someone can see, or even if they can edit or delete items from your database.

When you visit OPTIONS > USER SETUP, you have the ability to create usernames and passwords to better control who has access to your database. The very first user is the “supervisor”, who has the ability to add or edit user access. After that, you can create as many users for your database as you need.

When you add a username, moving through the tabs will turn off different menus, the ability to add or edit certain fields or tabs, and even if the individual can see financial data.  This information is fully customizable by you and is something our support team can assist with.

As we move into the fall and holiday fundraising season, you may wish to utilize this feature for your volunteers and other members of your organization.

You can contact our Technical Support Department at This email address is being protected from spambots. You need JavaScript enabled to view it. or 800-543-4131 for help on this and other questions about FundRaiser. 

Check Out Your Organization’s Fund-Raising Readin...
Finding the Time for Grassroots Fundraising

Related Posts

Wait a minute, while we are rendering the calendar
community arts nonprofits FundRaiser Spark recurring gifts Thank You anonymous donors tribute gifts merge fields charity golf tournaments social media repeat donors user interface donor recognition Constant Contact how to handle auction gifts spare fields in honor of donations gift notes field change of address updating Thanksgiving community broadcasting Snow Birds membership benefits email passwords data analysis grassroots campaign operational costs case study capital campaign online donations donor reports donor prospects fundraising letters solicitors Reminders GivingTuesday texting donors board members Tickles small donations word processor volunteers building donor relationships Importing Data new features Cloud animal rescue Facebook motivation code ticket sales development director targeted mailings auction volunteering look and feel how-to videos donor relations donor contact information ROI transparency spreadsheets major gift prospects holiday relationship tracking Crowdfunding Campaign overview Task List product news alumni banquet memorial giving understanding giving trends campaign office customer portal Company culture Groupings advanced tab event management FundRaiser Hosted segmenting donors holiday giving government grants correspondence In-Kind gifts giving levels announcements new nonprofit PayPal technical support gift entry donor engagement moves management add ons ticketsales security pictures letter templates FundRaiser Basic campaign management community supported gardens Alternative Addresses Congratulations foundations donor preferences legacy giving #GivingTuesday correspondance budget Volunteer module SYBUNTS Codes data conversion donation history accounting software communications annual campaign tax summary letters Excel custom page membersip benefits giving history upgrading donors tech tip support Donor Portal follow up Network for Good Reporting to IRS password protection happiness lapsed donor direct mail prospects fundraising publicity materials monthly giving pledges donor targeting letter major donors disaster relief large donations LYBUNTS motivation donor profile holiday letters updates donor slip gift acceptance policy GoFundMe project phoning donors premiums donor attrition thank you letters appeal letters donor retention customer service mission driven merge notes National Change of Address donor loyalty raffle mailing mode code entering auction gifts planning training tip training Personalizing grants vacation Resiliency corporate sponsors annual maintenance plan backing up data general user spotlights data entry role of nonprofits donor advised funds donor attrition rate donor source brick campaign online donations operating systems Facebook campaign nonprofit fundraising End of Year Letters planned giving appeal adding personal notes to letters upgrade arts features personalizing letters salutation endowment campaign flash sales membership programs NCOA processing New Year the Ask increasing giving amounts new leadership new donors importing csv on site training new version welcome packet donor retention rate

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  User Name:
  Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password