Add or delete users of the Nonprofit Admin Portal

Any Give Lively nonprofit member can manage who has access to the Nonprofit Admin Portal on its behalf. This includes adding new users, all of whom gain the same level of admin access, and removing current ones.

Examples

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Before You Get Started

Video Overview

Text Walkthrough

See current users and pending invitations

  1. Log in to the Nonprofit Admin Portal.
  2. Select “Organization Settings” in the navigation bar at the top of the page.
  3. Select “Users” in the tab on the left. If you don’t see it, log in and point your browser to http://members.givelively.org/users.
  4. “Current Users” are listed in the body of the page, with all “Pending Invitations” directly below it. 


Add a new user

  1. Follow the instructions above to get to the “Users” page.
  2. Select the “+ Add New User” button at the top right of the screen.
  3. Fill out the pop-up form with the new user's first name, last name and email address. Keep in mind that new users will have full access to your Nonprofit Admin Portal. They will have the same administrator rights you do. This includes: changing your Core Profile, managing campaigns, accessing donor data, and inviting and deleting users.
  4. To add more than one new user, select “+ Add another” at the bottom left of the pop-up and provide that new user’s details in the new line that appears. There is no limit to the number of users you can add and no limit to the how many individuals can be logged in at once for the same nonprofit.
  5. If you change your mind and choose not to add a user, select the garbage can icon to the right of that user’s details.
  6. Once you have completed filling out new users’ details, select “Send Invitation(s)” at the bottom right of the pop-up. 
  7. A confirmation will appear advising that “Your invitation has been sent!” and that “[New user] will receive an email inviting them to log into Give Lively.” Note that these invitations expire after one week. Click the “x” at the top right of this pop-up to close it, or just click outside of it.

Note for consultants: You can't log in to multiple accounts using the same email address. Please contact support@givelively.org so we can help you create an alias and set up a password.

Remove a current user or pending invitation

Remember: Removed users will no longer have any access to your Nonprofit Admin Portal. And for deleted “Pending Invitations,” the invite email that was sent out, which already expires after a week, will immediately become invalid.

  1. Follow the instructions above to get to the “Users” page.
  2. Search for the user(s) you wish to remove.
  3. Select the garbage can icon to the right of each user’s details.
  4. A “Remove User” pop-up will appear asking you to confirm your action: “Are you sure you want to remove [(new user)] as a user?” Selecting “Remove [new user]” will immediately complete the action, while “Cancel” will stop it.

Vital security considerations

As part of our ongoing effort to be rigorous about privacy, security and transparency, the power extended to nonprofits to add and delete users of the Nonprofit Admin Portal is a critical enhancement in portal security.

It provides nonprofits with the ability to see who has access, but it also places with them direct responsibility for staying vigilant about maintaining portal access.

We recommend regular review of the current users of the Nonprofit Admin Portal. This will allow you to add new users if you have new team members and, more importantly, to delete users who have moved on to other positions or jobs.

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