Managing Admin User Permissions

Add admins and manage their permissions to collaborate on app features, forms, donation management, financial reporting, member communication, and more.

Manage Users

To change admin user permissions, click your organization's name at the top left of your portal, then select Users.

You can set up an admin user's portal abilities on this page. The Users table will lay out all of the users in your system and show you what permissions they have access to. The image below is an example of what you might see when navigating to this page.

The table shows users' first names, last names, emails, ability to manage users, access to the core portal, and access to forms. The ability to manage users will give someone access to this page. That admin will be allowed to view this page and make edits on other users and their permissions. They will not have permission to edit their own permissions. All existing users within the portal will automatically receive full access until their permissions are changed.

Core Portal

When a user has access to the core portal, they will be able to navigate throughout the entire portal and make changes. Just like the ability to manage users, this ability can be removed or added at any time. Access to the core portal does not mean a user has access to the Users page.

Forms

Lastly, a user can have access to Forms. This ability allows a user to view all active and inactive forms. They will be able to edit, delete, update, or change any form for which they are granted access. If a user has access to all forms, this will be noted in the table via the All bubble in their column. If they don't have access to all states (a specification you can make while adding or editing a user's permissions), then they will see a forms table with disabled forms access and the amount of forms they do have access to will be reflected on the Users page table. Should a user with limited forms ability view the Forms page, they will have the ability to create a form. This form will not be deleted if the user is subsequently removed from Forms access or portal access.

Add a User

To add a new admin user, click the+ Add User button. The essentials of First Name, Last Name, and Email Address are required. The previously mentioned Has Ability to Manage Users and Has Access to Core Portal buttons are an option to be checked or unchecked. The final section on the modal is the section for you to decide which forms (if any) a user has access to. The menu titled Select Forms will drop up and show all available forms that you can check off for a user to have access to.

Lastly, additional security measures are available when adding or deleting users. The ability to create or change a giving passcode is available on the Users page.

The button will be conditionally labeled Update Giving Passcode or Create Giving Passcode according to the current status of the passcode. This allows users with access to the Users page to make changes to the passcode. Should a password be forgotten, please contact an administrator here at FACTS to resolve the situation.