GiveBig: Add a User

Last Updated: Mar 02, 2017 10:27AM EST
Organizations may need to add additional people, or “Users,” to their account. By default the person who set up the account is considered the primary user. But once the account is open that person can add other individuals as “Users” to the account.

Customers using the GiveBig platform will need to add users by using their Click & Pledge legacy portal. This will send an email to new users so they can set up a password. It is necessary for GiveBig users to have a password to login to that platform.

Any user that needs access to the GiveBig platform will need to be set up as system-wide administrators within the Click & Pledge account. To accomplish this all user permissions need to be granted under Privileges.

Refer to image and instructions below to add a GiveBig user.


To add a new user, login to the Click & Pledge legacy account https://portal.clickandpledge.com/ and follow instructions below:
  1. Click on Account Info
  2. Click on “Users” in the subdirectory (gray toolbar)
  3. Under “Build New User” add the name of the user and the person's email address
  4. Select Active
  5. By default the user will be set up on today's date with no end date. Make edits if needed.
  6. For GiveBig users, grant access to all permissions by selecting all checkboxes. Do not check the boxes that "do not allow lookup"
  7. Click on “Submit” and the person will be emailed a request to set up their password for access to the account.

If you need to add additional users, click on “Clear Form” then add the next user’s information.
Add User to GIveBig
 
    
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