This function is available in all platform tiers.
If you need to change, edit and delete users from your platform, please keep reading!
First you will need to click Login, if you’re not already signed in, at the top right.
After you sign in you should see a black header with your administrator access.
Then hover your moose over your platform’s name at the top left.
After clicking it will take you to your admin access page at the backend.
Now scroll down and select Users.
After selecting it will list all the current users on your platform.
If you wish to add new users, next to the title Users at the right, select Add new.
Then you will need to fill out the following info; Username, email, first name, last name, website (not required), password, send user notification, role and permission groups.
For permission groups, if you have a variety of different groups (accounting, marketing, writers etc.), you can tag where the new user will fit. The role is important section in adding a new user,
Types of User Access:
Subscribers: Supporters that subscribe to a campaign. They have no ability to post anything by default.
Contributors: Part of your staff or members of your organization. They can create posts/pages but not publish (i.e marketing, for posting About Us).
Authors: Part of your staff or members of your organization. Can create and publish posts/pages but have no access to others’ posts.
Editors: Part of your staff or members of your organization who are writers and editors. They can edit others’ posts but have no access to admin functions like enabling/disabling plugins.
Users: These tend to be your peer to peer supporters who wish to run their own projects on your platform. They will be able to edit their own projects. Note, any supporter that submits a campaign will automatically generate this admin access.
No Role for This Site: This will remove any ability the user will have.
If you wish to edit a current user you can hover over their account and select edit.
If you wish to edit any of your users, after selecting Users you will see all current users on the site. You can look through the pages or you can use the search box at the top right and type in the name of the user.
Under the name of the person you will see the following options edit, delete or view.
After selecting edit, you will see their username, role, account info then donor profile.
User name is the only information you cannot change but otherwise you can change the following information; role, name, nickname, display name publicly as, email, website, about the user, picture, donation profile informationand more. Then save the new information.
If you wish to delete a user, under their name select delete, it will take you to their profile.
After, it will ask you to delete all content posted by this user. Then select confirm deletion. Note if you do this, it will delete all content posted by this user. If you do not want to delete their content then instead of delating them, you can do one or both of the following options; change the owner of their campaigns (to learn how to edit campaign information click here) or edit their role in their profile (scroll up to learn how to edit).