User is the default role on a campaign, which gives them registered user access to the fundraising website. Admin access can be provided at the time a user is added to a campaign or updated at a later date. Visit Manage Org Admins to add additional org hub admins. Visit User Permissions to see available roles and permissions.
Admin roles within a campaign
- Campaign Admin - Full access to all features and information within the campaign.
- Campaign Assistant - Limited access to manage items and related reports.
- Volunteer - Limited access to assist with check-in, bidding or purchasing assistance, and checkout.
Note: Campaign and Org Admins receive email notifications for order form purchases, monetary donations received through Donate Now or on a champion fundraising page, or when an item is donated via the Item Donation Form. Visit Admin Email Notification Settings to manage.
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Create a new user as admin
Org or campaign admins can add additional campaign admins. When a mobile number or email address is provided, the new admin automatically receives the welcome text and email, which includes a link to the campaign and details to complete the account setup and locate training.
- From the Users Container within the Dashboard, click the More button ("···").
- Click on Create New User.
- Enter first and last name.
- Enter a valid cell phone number.
- Select 'Add User Without Phone' if one is not provided.
- Enter a valid email.
- Add Bidder Number or Custom Fields (If applicable.
- Visit User Settings to learn more.
- Select one of the admin roles.
- Click Save.
Update an existing user to admin
Update the user role of an existing user on a campaign to one of the admin roles.
- From the Users Container within the Dashboard, click the More button ("···").
- Manage Users.
- Search for the user and click their account.
- From User Details, click on their assigned role and update.
Send account setup email
If a campaign admin needs to update their username and password, an org or campaign admin can resend an email to reset.
- From the Users Container within the Dashboard, click the More button ("···").
- Select Manage Users.
- Locate the admin.
- From the User Details, click Actions.
- Select Send Reg Message and confirm.