To create a new user click on the settings icon in the top right corner. Click on the Usertab on the bar at the left...
To add a fundraiser: When adding the user’s information, ensure that the user role is set to Fundraiser:
Some users may not need to have access to all aspects of the system. This allows you to restrict access and set permissions for users. For...
In the event that an employee no longer works for the company and you do not want them to continue having access to their profile,...
If you have forgotten your password, you can just click on the “Forgot Your Password?” link on your login screen. When you click on the link,...
The activity log provides a history of all actions that were undertaken on the system by every user. The activity log is a read-only feature...
In the event that your organisation’s section 18A certificate only requires one signature, you can go upload a global signature that will appear on all...
