Every REACH plan allows an unlimited number of admin users for your account. You have the option to set access permissions and system notifications for each user.
Adding new Admin Users
- Go to Settings > Admin Users
- Click on +New Admin
- Enter in the various fields
- Choose the Admin Email Setting (do they prefer to receive no notification emails, immediate emails or daily emails?)
- Mark as a Primary Contact if applicable (when REACH needs to send an email to your organization directly, primary contacts are emailed. This is separate from the other notification settings)
- Set a Password (Admins will use this email and password to login to their own admin account)
- Note: If an admin forgets their password, admins that have Admin Users Permissions can update another admin’s password
- Click on Create Admin
To delete an Admin that is no longer with your organization, simply click on Delete next to their name.
An admin can create their own signature to use when sending out correspondence to a Supporter. To do so: from the top right of the admin console, click the Profile icon then select Change Password/Info, and create the signature in the box provided.
Once a user account is created, click Edit next to the Admin’s name to modify Permissions, Notifications, and Projects/Places access for that particular admin.
Admin Permissions are for our Essentials, Pro and Pro Plus plans only.
Admins Permissions allow organizations to control which admins have access to the various areas within REACH. This could include Account Settings, Admin Users, Campaigns, Categories, Content, Conversations, Custom Forms, Data Import, Donations, Events, Places, Portal Design, Products, Projects, Reports, Sponsorships, Sponsorship Supporters, Sponsorship Types and Supporters – among others.
Permissions are used for a variety of reasons. Some common examples are if an admin works on one specific Place or Project and therefore does not need access to other locations or projects; if an admin only handles Sponsorships and wouldn’t need access to other areas; or, if an admin only works on the accounting side for the organization.
Permissions can be limited to Give Access, Limit to Read Only or No Access.
Give Access allows the new admin to see the area and make changes.
Read Only allows the admin to only read the information. Note: To restrict to Read Only, you must select both Give Access and limit to Read Only.
No Access does not allow the admin to access the area at all. To do this, both boxes should remain unchecked.
- To give full access to an area, check the Give Access checkbox only.
- To limit information to Read Only for an Admin – meaning they can view the information but will not be able to edit the information – check BOTH Give Access and Read Only.
- If an admin should have no access to an area, leave both boxes blank.
- Note that Permission settings may effect the Dashboard view for the user. For example, if an admin has no access to Sponsorships, they will not see sponsorship details on the Dashboard.
Here is where you can select what notifications and blind copies an admin will receive from the system.
For example, if you have an admin that needs to be updated when a recurring donation fails, they can be blind copied on all emails sent to supporters for a Failed Recurring Donation. Or, if there is one person responsible for managing Supporter Conversations, select the Conversations box so they will be notified when a Supporter sends a message to their Sponsorship.
If needed, you can restrict access of an Admin to a subset of sponsorships based on the Project or Place a sponsorship is associated with.
The Admin’s access to Sponsorships will be scoped based on the Places or Projects selected. If the admin is not associated to any Place or Project and has access to Sponsorships, the admin will be able to manage all records. More than one Place or Project can be selected for an Admin.
Once complete, be sure to scroll down to the bottom of the page and click ‘Save Changes.’