Navigate to System Settings > User Profiles > Users.

Select the ‘Add User’ button at top right and then complete the following mandatory fields:

  • Username
  • Password
  • Security Question – enter a security question. If your login information is ever forgotten, this is how we verify it is you
  • Answer – answer to your security question. If your login information is ever forgotten, this is how we verify it is you
  • First Name
  • Last Name
  • Email Address
  • User is an administrator (check if user requires access to view / edit other user profiles or system billing)
  • Save your changes.

All users created in the system will be visible in the middle of your screen. To edit any of the profiles, click on a name and the edit screen will appear on the right. Save.

← Frequent Charities Databases →

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