Knowledge Base

Connect: Manage Users

With Click & Pledge you can add an unlimited number of Users with login capabilities to your account at no additional charge.

Permission Levels


Account Administrators will have editing rights to all account areas. If you would like Users to have different permission levels, you can create additional User Profiles and assign the User Profile to Users.


 

Getting Started with Users in Connect

New Customers


Please review the slide show below to learn how to create User Profiles, new Users, and manage Users.

Existing Click & Pledge Customers

(before October, 2016)
Any Account Administrators in your current Click & Pledge account will automatically be added as Users to Connect with the same Account Administrator permissions. Any of your account Users without Administrative permission rights will need to be added as users into Connect. Permission levels have been modified in Connect to accomodate added features. The slides below will guide your through creating User Profiles and adding new Users.




Powered by  Desk.com