Creating Users and Administrators

It is best practice to create separate user accounts for each member of the organization. 

To create a new user:

  • Navigate to Administration > Users
  • Click Add User
  • Enter the username, email, and password for the user
  • You can optionally have the system send an email notification to the new user with a link to access their account
  • Assign a role to this user
  • Enter the user's First and Last Name
  • Click Create New account

Civi Admin: Full access to all CRM pages and administration areas
Civi Editor: Same as 'Civi Admin' but no access to financial data
Civi View: View assigned contacts in the CRM
Website Admin: Administer Website
Fundraising Admin: Administer Fundraising Pages
Donor App Admin: Administer Donor App
Donor App User: Access Donor App