Every REACH plan includes unlimited Admin Users.

We strongly recommend having more than one Admin User on your account. If a primary admin becomes unavailable (due to illness, injury, etc.), a backup ensures your organization can continue managing REACH without interruption.

Clients on the Essentials, Pro, and Pro Plus plans can also configure Admin Permissions to control which features or account areas each admin can access.

All plans include Admin Notification settings.

For suggested permission and notification configurations by role, see the Role-Based Recommendations section below.

Adding a New Admin#

1. Go to Settings > Admin Users
2. Click +New Admin
3. Enter required fields
4. Set Admin Activity Notification frequency (Never, Immediate, or Daily)
5. Mark as Primary Contact (optional; at least one required per organization)
6. Set a Password:
   • Minimum 12 characters, including letters and numbers
   • Change at least 4 characters when updating
   • Reset required at first login
   • Use reset link if forgotten
7. Click Create Admin

After creation, you can:

• Enable Two-Factor Authentication (2FA) for added security
• Adjust Permissions, Notifications, and Projects/Places access
• Disable dropdown search boxes (optional)
• Delete an admin who no longer needs access
• Add an email signature under Profile > Change Password/Info

Admin Permissions#

Available on Essentials, Pro, and Pro Plus plans.

Permissions define what each admin can view and edit within REACH:

Give Access – Full access to view and edit
Read Only – View-only access (check both Give Access + Read Only)
No Access – No visibility (leave both unchecked)

Permissions also determine visibility in Dashboards and Reports. For example, if an admin has No Access to Sponsorships, they will not see Sponsorship data in either location.

To hide Dashboard numbers (Supporters, Donations YTD, Sponsorships, Active Sponsors):
Go to Settings > Admin Users > Edit > Permissions tab and uncheck both Give Access and Read Only for each section.

Areas Managed by Permissions

• Account Settings (billing, domains, donation setup, themes)
• Admin Users (manage administrators and permissions)
• Campaigns, Categories, Sponsorships, Sponsorship Types, Sponsorship Supporters
• Communications (messages, emails, texts, push notifications)
• Content (albums, pages, media)
• Conversations (supporter/sponsorship messages)
• Custom Forms
• Data Import
• Donations
• Events and Registrations
• Notes
• Places
• Portal Design (CSS, templates)
• Products and Orders
• Projects
• Reports
• Supporters and Supporter Payment Methods
• Tasks

Notifications#

The Notifications tab lets you choose which emails and alerts each admin receives.

Examples:

• Blind copy an admin on all failed recurring donation emails
• Notify staff when a supporter sends a Conversation message
• Receive alerts for system activity

Admin Activity Notification (Immediate, Daily, or Never) tracks updates made by admins, such as:

• Adding tasks
• Updating sponsorships
• Posting project news

We recommend Daily or Never.
All system notifications come from notifications@reachapp.co. We suggest you add this email to your contacts to ensure delivery.

Projects/Places Access#

Admins can be restricted by Project or Place.

• If restricted, the admin can only manage sponsorships tied to those selections.
• If unrestricted, access applies to all sponsorships.
• Multiple Projects/Places can be assigned.

Always Save Changes when finished.

Two-Factor Authentication (2FA)#

Each admin can enable Two-Factor Authentication to provide an extra layer of security for their account.
Refer to the Two-Factor Authentication article for setup steps.

Role-Based Recommendations#

Below are general permission and notification guidelines by role. These represent the minimum recommended access, but settings can be customized to fit your organization’s needs.

Admins marked as Primary automatically have full access.

Executive / Director#

Permissions:
All Permissions → Full Access

Notifications:

• Admin Activity Notification → Never or Daily
• Account Invoice
• Weekly Summary
• For REACHpay accounts: Donation Disputes, Early Fraud Warning

Finance / Bookkeeper#

Permissions:
Donations, Reports, Supporters → Full Access

Notifications:

• Admin Activity Notification → Never
• Account Invoice
• Refunded Donation
• Card Expiration
• For REACHpay accounts: Donation Disputes, Early Fraud Warning

Sponsorship Coordinator#

Permissions:
Categories, Communications, Content, Conversations, Donations, Reports, Notes, Sponsorships, Sponsorship Supporters, Sponsorship Types, Supporters, Supporter Payment Methods → Full Access

Notifications:

• Admin Activity Notification → Daily or Never
• Cancelled Sponsorship
• Failed Recurring Donation
• New Sponsorship
• Sponsorship Payment Reminder

Development Director#

Permissions:
All Permissions → Full Access

Notifications:

• Admin Activity Notification → Never or Daily
• Account Invoice
• Weekly Summary
• Fully Funded Supporter Campaign
• Review Supporter Campaigns
• Review Supporter Messages
• Sponsorship Payment Reminder
• For REACHpay accounts: Donation Disputes, Early Fraud Warning

Support (Assistant, Marketing, Sponsorship, IT)#

Permissions:
Conversations, Portal Design, Places, Products, Projects, Reports, Sponsorships, Sponsorship Supporters

Notifications:

• Admin Activity Notification → Never
• Additional notifications depend on support type

Volunteer#

Permissions:
Sponsorships, Sponsorship Supporters, Supporters

Notifications:

• Additional notifications depend on volunteer type
• Admin Activity Notification → Never