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Creating additional user accounts

This document is only applicable to charity users

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

  1. Login with an admin account
  2. Navigate to User Accounts from the Account Menu (icon top right)
  3. Click Create New User
  4. Enter the first name, surname and email address of the new user
  5. 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.

Admin

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.

Campaigner

Campaigners have access to the majority of features and settings. This includes creating and publishing new pages and using the custom template service.

Moderator

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.

Analyst

This is the most restricted role and is recommended for people who only require read-only access to your Visufund account, such as downloading reports.

Role Permissions

This table shows the permissions available to each user role:

Feature Admin Campaigner Moderator Analyst
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
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