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home/Knowledge Base/Users/Adding a Fundraiser

Adding a Fundraiser

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To add a fundraiser:

  1. Go to the icon in the top right corner and click Settings.
  2. Click on Users
  3. On the users’ screen, press the Add User button to bring up the new user form. 
Adding a Fundraiser - Navigating to the settings page from the Dashboard
Adding a Fundraiser - Navigating to the User Settings from the Settings Page

When adding the user’s information, ensure that the user role is set to Fundraiser:

Adding a Fundraiser - Adding in New User Information

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Users
  • Adding a Fundraiser
  • Viewing the Activity Log
  • Uploading an electronic signature for Section 18A Certificate
  • Reset Your Password
  • Assigning Roles and Permissions
  • Blocking a User
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KB Categories
  • Donors
  • Mobile App
  • Projects
  • Receipting
  • Reminders
  • Reports
  • Section 18A Certificates
  • Settings
  • Subscription
  • Users
Users
  • Adding a Fundraiser
  • Creating a new user
  • Assigning Roles and Permissions
  • Blocking a User
  • Reset Your Password
  • Viewing the Activity Log
  • Uploading an electronic signature for Section 18A Certificate
All Categories
  • Donors
  • Mobile App
  • Projects
  • Receipting
  • Reminders
  • Reports
  • Section 18A Certificates
  • Settings
  • Subscription
  • Users

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