Creating additional user accounts
We highly recommend giving your team access to your Visufund account. This allows you to delegate various administrative tasks such as message moderating, running reports or creating new pages. All user accounts have a role, granting or restricting access to certain features and settings.
The person who initially created your Visufund account will have an Admin login by default. This user will be able to create new users and assign roles as required.
How to create a new user
- Login with an admin account
- Navigate to User Accounts from the Account Menu (icon top right)
- Click Create New User
- Enter the first name, surname and email address of the new user
- Click Submit
On submission, the new user will be emailed a link to set a password for their account. At this point, you can change their role by clicking on the edit icon. By default, new users are set to a Campaigner role.
This is the highest role which grants permission to all features and settings. This is the only role that can create user accounts, change other user roles and edit charity profile settings. We recommend having at least two admin users in your organisation, so one can cover the other in any absence.
Campaigners have access to the majority of features and settings. This includes creating and publishing new pages and using the custom template service.
The 'Moderator' role is ideal for people who are looking after your supporters after a page has been published. This is useful for message corrections and entering offline donation messages.
AnalystThis is the most restricted role and is recommended for people who only require read-only access to your Visufund account, such as downloading reports.
This table shows the permissions available to each user role:
|View all settings & data|
|Download reports||Change personal system notifications|
|Modify own account settings|
|Modify donation messages|
|Add & delete offline donations|
|Create, modify & publish pages|
|Create & approve custom templates|
|Modify 'About The Charity' & 'Generic Thank You Message'|
|Modify charity details|
|Create or modify other user accounts|