• Add or remove as many users as you need.
  • Restrict access to those who shouldn't see or be able to manage sensitive data.
  • Define as many "Account Owners" as you need.  Account owners have full permission level.

Adding a New User

  1. From the left menu, click to Settings & Admin > Users.
  2. Click the green Add button.
  3. Provide the user's First Name, Last Name and Email.  Their email will be used to login.  You must also set their Password.  They can change this once they login.
  4. If this user needs full permissions, simply set them as the Account Owner.  An account owner has full permissions in GiveCloud.  Otherwise, click the Permissions tab and set the appropriate permissions for this user.
  5. Scroll to the top and hit the Save button.

Modifying a User

  1. From the left menu, click to Settings & Admin > Users.
  2. Find the user whose password needs to be reset and click the magnifying glass icon.
  3. Make the appropriate changes to the users profile, then hit Save.

Password Resets

A user can reset their own password quickly and easily by using the forgot password link on the GiveCloud login screen.

Manually Resetting a User's Password

  1. From the left menu, click to Settings & Admin > Users.
  2. Find the user whose password needs to be reset and click the magnifying glass icon.
  3. Look for the Login panel and click the Send Password Reset Notification button.  The user should receive an email almost instantly with instructions on how to access their account.

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