Donor Tools allows you to set up as many users as you need to help you manage your non-profit. (Users are people within your organization who use Donor Tools – they have access to the back-end, where you keep your data.)
Since Donor Tools is web-based, your users can access your Donor Tools account from anywhere – office, home, or on the road.
But what if you want to grant access to someone in your organization, but you don’t want to give them full access to add and change data? For example, you might want your borad of directors to have access to giving reports whenever they need it, but they don’t need the ability to enter donations (that’s the staff’s job).
Easy – just set their role to “Guest”. Guests can sign in securely, and view all reports for your account – giving history, donor reports, etc. – they just can’t add or change any records.
The next step up is “Manager”. Managers can do everything (record donations, change records, etc.), except that they can’t create new users.
And of course, you’re the “Administrator”, who can do everything. You can have as many administrators as you like – just keep in mind that they also have the ability to create additional users.
