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
Roles:
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
