Summary
The following articles explain how administrators can customise user access within FundraiserOne by creating groups and assigning permissions. Each user can be assigned to a group that controls which areas of the system they can access.
When users do not have permission to access certain features, the related menu options are automatically hidden. This helps simplify the interface by reducing unnecessary options, making FundraiserOne easier to navigate and use.
Creating groups and assigning permissions is an effective way to tailor access for different roles within your organisation while improving both security and usability.
There are three areas where permissions need to be set and of these manages different things.
User Setup - Creates the user identity, allows options to enable user verification and to allocates Group Permissions.
Group Permissions - Creates a group with a list of permissions what access can users have when assigned to the group.
Contact Restrictions - This allows permissions to be added to the contact level which means certain users may be able to search for the contact but not access the details.
Securing your user logins
FundraiserOne further enhances account security by using multifactor authentication (MFA). MFA adds an extra layer of protection during the login process by requiring users to verify their identity using more than just a password.
When signing in, users may be asked to enter a verification code sent to their email address, mobile device, or authentication application. This helps prevent unauthorised access, even if a password has been compromised.
By enabling multifactor authentication, organisations can improve the security of sensitive donor, financial, and operational data while ensuring only authorised users can access FundraiserOne.
There are some articles below on how to set MFA.