How To Add an Admin User to Your Giving Dashboard
Step-by-Step Guide to Adding an Admin User
You can add additional admin users to your Giving Dashboard, allowing them to help manage donations, donors, and settings. Follow the steps below to invite and set up a new admin user.
1. Navigate to the Users Section
- In your Organizational Dashboard, click on the Organization Tab in the top-right corner.
- In the left-hand menu, select Users to access the list of existing admin users.
2. Add a New User
- Click the "Add User" button in the top-right corner.
- A form will appear where you can enter the new user’s details.
3. Enter User Details
- Full Name – Enter the first and last name of the new admin user.
- Email Address – This will be used for their login credentials.
- Phone Number – (Optional) Add a contact number for the user.
- Send Login Credentials – Select the checkbox to automatically send an email containing the user’s login details and a temporary password.
- Upload Profile Photo – (Optional) Add a profile image for the new user.
4. Save and Invite the User
- Click "Add User" to create the admin account.
- If you checked the Send Login Credentials option, the user will receive an email invitation with instructions on how to log in.
Managing Admin Users
- You can view and manage all added users in the Users Section.
- If a user needs a password reset, you can re-send login credentials via the three-dot menu next to their name.
Best Practices for Adding Admin Users
✅ Only grant access to trusted users – Admin accounts have important privileges.
✅ Ensure users check their email for login instructions – The email will come from your Giving platform.
✅ Keep user profiles updated – Update or remove admin accounts as staff roles change.
For further assistance, visit ministrydesigns.com or email support@ministrydesigns.org.