View and edit a user
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From Users & security, click Users. Users appears. |
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Select the user and click Click here to edit this user. The User editor page appears. |
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On the User editor tab, information appears from when the user was created. For more information about these fields, see Create a user. |
Tip: If you select Allow team captains to manually add new team members or Add non-anonymous attendees to registrant’s during event registration on a Fundraiser part, “<Enter a Login Name for this User>” may appear in the Login Name field. In Users, “[user account not activated]” appears in the Login column. This indicates the user is a member of a team but has not registered for the Fundraiser on your website. For more information, see Team Fundraising.
If the user has been deleted, a message appears above the login name. For information about how to restore a user, see Restore a deleted user.
If the user’s account has been locked, a message appears above the login name. To allow the user to access the account, click Unlock.
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To enable the user to access all areas of the program and set security rights for others, select This user has Supervisor rights and can manage Users and Roles. |
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In the Login Name, Change Password, Reminder Phrase, and Time Zone fields, review the information entered when you created the user or the website user created the account. |
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To change the password, enter the new password in the Change Password and Confirm Change fields. In the Reminder Phrase box, enter a phrase or question to help remind the user of the password. |
Note: If you select Require complex passwords in Sites & settings or if a user has Supervisor rights, you must enter a complex password. The password must contain at least eight characters, including at least one upper-case and lower-case letter, and either a special character or a number.
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If the user is linked to an offline constituent record, Linked Constituent Information appears above the name fields, along with address information. You cannot edit these fields. |
To break the link between the user record and the constituent record, such as if you link the user to the wrong constituent, click Break Link. If you want to generate a new sign-up transaction to link to a different constituent record, you must delete the user record and then restore it. For more information, refer to Restore a deleted user.
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If the user has a personal page dashboard, the Fundraiser Participation or Personal Pages grid appears. In the Fundraiser or Personal Page Manager column, the dashboard name appears. For more information about the personal page dashboard, see Manage Personal Pages. |
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To access the dashboard, in the Page column, click Visit. |
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To copy a URL link to a user with Administrator rights, in the Dashboard column, click Administer. Users with Administrator rights for the part can edit the dashboard. The URL link bypasses the login for the dashboard user so the Administrator can access the page. |
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For a Personal Page Manager dashboard, to remove the dashboard for the user, click Delete. |
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For a Fundraiser dashboard, in the Performance Units column, adjust the user’s performance. If the user completed the fundraiser, select the checkbox in the Performance Completed column. |
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In the Query-Based Membership Last Refreshed On field, the date when the query was last refreshed appears. To refresh the query, click Refresh Now. When you refresh the query, the user is granted the additional rights assigned to the role. |
If the user is in multiple query-based roles, all queries refresh to include the user.
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In the Role Membership grid, select the roles to assign to the user. When you associate roles and task groups to assign security, users in the role receive that security access. For more information, see Security Assignments. |
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To refresh the query the user is in, click Refresh Now. When you refresh the query, the user is granted the additional rights assigned to the role. If the user is in multiple query-based roles, all queries refresh to include the user. |
Note: If Refresh Now does not appear, the user is not linked to an offline record. Therefore the user cannot be refreshed for a query-based role.
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To view a list of email messages sent to the user, select the Messages tab. |
Note: Users who select the global opt-out checkbox on the website still receive requested notifications and acknowledgement email messages.
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To set up email forwarding for the user, select the Email Forward tab. If a website user sets up an email forwarding address, select this tab to view or change the information. |
This tab shares email forwarding data with the Email Forwarding Form part. A website user who accesses the Email Forwarding Form from a page on your website can change the addresses you enter on the Email Forward tab.
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To enable email forwarding, select Enabled. |
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In the Incoming Email Address field, enter the email address the user set up for forwarding, such as MUAlumni_1981. |
Your email domain appears after the field. If you have multiple domains, select the domain to use.
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In the Forwarding Address field, enter the user’s original email address. |
If the user’s address changes, enter the new address here. This way, other users are never aware of the change and continue to use the email forwarding address. If a user changes the address, this field updates the information automatically.
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To view user networking information about the user, select the User Networking tab. If the user has a user networking account on your website, information about the account appears. |
The tab displays the user’s profile image and display name, when the user created and last updated the user networking account, and the URL to the user’s account profile page. If you enable ranking on the User Networking Manager part, the user’s rank also appears. If a user changes the user networking profile image or display name, the program updates this tab with the new information.
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Click Return. You return to Users. |