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Managing System Users

Control user access and roles within your organization.

Different members of your organization may need access to the system for reporting, configuration, or day-to-day management. User roles allow you to control what each person can view or modify, helping maintain security while supporting collaboration.

Overview of User Roles

iDonate users are designated by one of three roles:

  • Admin: Full access to all areas of iDonate.
  • Editor: Access to most iDonate features, excluding cash options. Editors can also add other Editors or Viewers.
  • Viewer: Read-only access to donations and pages. Viewers cannot edit forms, embeds, or other configurable modules.

Adding New Users

  1. Navigate to Settings > Users.
  2. Click Add New User and enter the user's email address and role.
    1. Optionally provide first name, middle name, last name, or API key.
  3. Click Save User.

Edit or Remove Existing Users

To update a user’s role or information, select the pencil icon next to the user in the Users table. To remove a user, select the trash icon and confirm by clicking Yes, Delete.

User deletions are permanent. If a user is removed accidentally, they must be added again as a new user.