Category

Adding or Editing Users

Using Greater Giving Online, you can add, remove, or update various options concerning Users in your organization. At this point in time, only Users within the software that are listed as Organizational Admins can add, edit, or delete all users. Normal Users can update their password or email address during the login process. From the Organization Home, you can access Manage Users to access all of the editing features for individual Users.

Note: You must be listed as an Organization Admin to Add or Edit Users. To find out more about that role, you can read our Manage User Permissions.

Adding a New User:

  1. From your Organization Home, click Manage Organization from the Main Menu.
    • To get to your Organization Home from your Project, select My Organization from the Main Menu.
  2. Select Manage Users from the Manage Organization drop down.
  3. Click the Add button.
  4. Fill in the following fields:
    MFA.add_new_user.jpg
    • Username - This is what will be listed as the Operator Name for the user's software activity such as manually added sales and payments for your internal tracking purposes.
      • The bold text in front of the Username field is your Organization short name, and is required on all of your usernames.
    • Email Address - This is the Email Address that the initial password is sent to and is what will be used to login.
      • Note that all of your users must have a unique email address. The same email address cannot be attached to multiple users within a single organization.
    • Full Name - This is the Name of the user.
  5. Click Save to save your changes. The user will automatically receive an email with a link to set up their password and login. Save and Add New will allow you to add another User.
    • If the email address is attached to another organization that uses Greater Giving when you click Save you will be asked to confirm you want to add them to your organization as shown in the screenshot below. They will still receive an email indicating they have been added as a user for your organization, but will continue using their existing password.MFA.Add_user_to_your_org.jpg

Passwords must meet the following criteria:

  • Must be at least 8-16 characters long.
  • Must include at least 3 out of the following 4 characteristics: uppercase, lowercase, numbers, or special characters.
  • Cannot be any of the last 4 passwords used.

Once you have added the new User, you will need to give them access to your data. See Manage User Permissions about how to ensure you give them all the correct permissions! For more recommendations for volunteer users check out Event Volunteer Best Practices.

 

Editing an Existing User:

  1. From your Organization Home, click Manage Organization in the Main Menu.
    • To get to your Organization Home from your Project, select My Organization from the Main Menu.
  2. Select Manage Users from the Manage Organization drop down.
  3. Click the Username you wish to edit.
  4. Here you can change the following:
    • Username -  This is what will be listed as the Operator Name for the user's software activity such as manually added sales and payments for your internal tracking purposes.
      • The bold text in front of the Username field is your Organization short name, and is required on all of your usernames.
    • Full Name - This is the Name of the user.
    • Note that User Email Address cannot be edited from here. See Update Your User Email Address for more information.
  5. Click Save to save your changes, or Save and Edit Next to edit the next User in the list.

Once you have edited the User, be sure to check out our Manage User Permissions page to ensure they have all the correct permissions!

Important Note: Entering an incorrect password more than 5 times will result in the username being locked out. If your username is locked out you will need to wait at least 30 minutes from last login attempt before trying again or attempting to reset the password.


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