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

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