Users

The Admin Operations user is crucial for maintaining security, managing campaigns, and ensuring that the right data is accessible to the right team members.

Views

The user page can be viewed in two ways:

• Users / Overview
• Users / Permissions

User Overview Page

The User Overview page provides a list of all the Admin Operation users in the system, along with essential details, such as name, email, role, and last login date. It allows for easy management of user accounts, editing, and role assignments.

Fields on the User Overview Page:

Field	Description
Name	The full name of the user.
Email	The user's email address.
Username	The unique login username for the user.
Office	The office associated with the user (if applicable).
Role	The role assigned to the user (Roles that are not Admin Operations are legacy).
Last Login	The last time the user logged into the system.
Edit/Delete	Options to edit or delete the user from the system.

Permissions Page

The Permissions page offers a more detailed look at what access each user has. It allows administrators to set granular permissions for each user, including what features they can access and whether they can view or modify data.

Fields on the Permissions Page:

Column	Description
Name	The full name of the user.
Office	The office associated with the user (if applicable).
Only Campaign	Whether the user is limited to access only specific campaign data.
2FA	Shows whether two-factor authentication is enabled for the user.
Dashboards	Disallowed, Read Only, Allow Viewing and Editing
Restrict user to these Dashboards only	Disallowed, Read Only, Allow Viewing and Editing
Campaign Section	Disallowed, Read Only, Allow Viewing and Editing
Call Center	Disallowed, Read Only, Allow Viewing and Editing
Field Section	Disallowed, Read Only, Allow Viewing and Editing
Donors Section	Disallowed, Read Only, Allow Viewing and Editing
Retention Section	Disallowed, Read Only, Allow Viewing and Editing
Payroll Section (Rules)	Disallowed, Read Only, Allow Viewing and Editing
Payroll Section (Entries)	Disallowed, Read Only, Allow Viewing and Editing
Private Notes Section	Disallowed, Read Only, Allow Viewing and Editing
Territories Section	Disallowed, Read Only, Allow Viewing and Editing
Import Pledges Section	Disallowed, Read Only, Allow Viewing and Editing
Import Leads Section	Disallowed, Read Only, Allow Viewing and Editing
Export Section (Pledges)	Disallowed, Read Only, Allow Viewing and Editing
Export Section (Fundraisers)	Disallowed, Read Only, Allow Viewing and Editing
Account Section	Disallowed, Read Only, Allow Viewing and Editing
Achievements Section	Disallowed, Read Only, Allow Viewing and Editing
Training Section	Disallowed, Read Only, Allow Viewing and Editing
Assets Section	Disallowed, Read Only, Allow Viewing and Editing

Managing Campaigns:

For Admin Operations, the Only Campaign field ensures that users are restricted to the campaigns they are responsible for. Campaign Managers are automatically attributed to their respective campaigns, allowing them to monitor performance and gather insights without accessing other unrelated data.

Status

Use this to limit the list of user account that are active or retired.

Add Filter

Press the Add a Filter button to filter by role.

Search

Use the search box to filter the list by text.

Add Users

Press the Add User button to add users.

Tip

Each user’s username will be generated with the suffix for your account (e.g., pete@charity.org).