This article is intended for: Financial Engagement or Community Engagement Admin Users.
Use this article to: add and invite additional users to collaborate on your Engagement Website.
Note: Click on any image to zoom in.
Navigating to Users through Settings
Settings
- Once you are logged in, select Settings in the left-hand navigation bar.
- In the Settings, select the Users Tab at the top.
- Add User Details by entering the First Name, Last Name, and Email Address.
- Select the Invite icon to send an email to the user, allowing them to log in and create a new password.
Manage and Remove Users
To the right of the User names, you can manage the following permissions:
- Daily Digest: Toggle off if you do not want to receive a daily email.
- Edit the User: Select the pencil icon to edit the User’s information.
- Remove the User: Select the Trashcan icon to permanently remove the user.
Which Permissions do Admin Users have?
Website Administrators can edit page content, invite and remove other admins, and manage admin notifications.
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