Adding Managers

 

To add additional users to the ShelbyNext Giving Portal go to Organization>Managers.

1.          Click Add Manager.

2.          Enter the new user Information (required fields are Name, Email, and Password)

3.          Click the boxes next to the permissions the user needs.

4.          Assign Form permissions by category. Some staff may need the ability to create or edit forms, but may not need to see donation responses.

5.          Click Save.

To update permissions of existing users, click the Action button to the right of their name then Update.

Check or uncheck appropriate boxes and save.