User IDs and Passwords allow you to set which constituents in DonorPro are set up as DonorPro users. These User IDs and Passwords are unique to each user. When you assign someone as a DonorPro user you will also need to define their role as a user. From viewing records only, entering donations and being the system administrator the options for your users’ roles are configurable to your needs.
1. From the Constituent Explorer panel, select the DonorPro User node. The DonorPro User Information panel is displayed.
NOTE: DonorPro User Information can only be accessed by someone with User permission.
2. Type a User ID or select the Suggest button and DonorPro will create a User ID consisting of the constituent's first initial and last name.
NOTE: If you use Suggest and a user has already been assigned that User ID, DonorPro will append the User ID with a valid numerical value. Example: You have a Constituent with the name of Jim Jones and a User ID of JJones, and then you add a new user, John Jones, and select Suggest. DonorPro will suggest a User ID of JJones2.
3. Type a Password for the user and Re-enter the Password.
4. Under Available Roles is a list of the Roles currently defined in your system. Highlight the Role you wish to assign to the constituent and select the right arrow button. You may also double click on Available Roles to move them to the Selected Role column or vice a versa.
NOTE: If the desired Role is not displayed, it can be added under Role Management. See the Roles Management section of the User’s Manual for instructions on configuring Roles.5. The Role that you have just assigned will now be displayed in the Selected Roles column.
If you wish to remove a Role, either highlight the Selected Role and select the left arrow button or double click on the Selected Role you wish to remove.
6. Select Save.