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

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