As a main administrator, you can add or delete other admins on the software. By having multiple administrators, you can work as a team in real time, no matter where you are.
It is also possible to give different access rights depending on the role of each person in your nonprofit.
Accessing the Administrator page
Click on the Settings button in the top left hand corner, then on Administrators.
You will then be redirected to the page where you can manage your software's administrators.
Adding an Admin
From this page, click on Add Administrator.
If the person already exists in your CRM, search for their name or email address and select them.
If not, you can add them as a contact via the link at the bottom of the pop-up window, named click here. Once the person is added to your CRM, you will be able to make them an administrator.
When adding a contact to your CRM, you need to at least fill out their first and last name. We advise you to also fill out an email address for an administrator, as they will then receive an email informing them that they have been given access rights to the software.
For more information on adding a person, check out our article on it here!
Next, click the admin rights you want the new administrator to have:
For example, for a person who is in charge of the CRM and the communication, click the CRM Manager and Communications Manager roles. This person will only have access to the CRM, website and communications features.