Do you want to register a colleague or collaborator as a user in your OnlineFundraising? Then this guide is for you.
There is no limit to the number of users you can create in the system and you can always change or delete the information about the user.
1. Go to the new user setup
The first thing you need to do when you want to create a new user is to go to the menu and click on Users. Then select Add New in the top right corner as shown below.
2. Fill in the required fields
Fill in the details of the person you want to create as a user.
Please note that the username cannot be changed once it is created. Also, when entering the username, we recommend that you avoid using special characters.
We sometimes find that a user does not receive the activation e-mail that OnlineFundraising sends when creating a new user. Therefore, we recommend that you click on Show password and enter a temporary password (for example: changenewpassword). Ask your colleague to log in with the newly created password and change it immediately.
If you want to know more about the fields you need to fill in? Read more in our manual section on creating a new user.
3. Save the information and create the user
Once you have completed the above, click Add New User at the bottom of the page.
As mentioned above, we sometimes experience that the user does not receive the activation e-mail. Therefore we recommend that you send your colleague an e-mail with the information.