Managing Users

This can be done via the Admin ID.

Type of Users

Following are the different types of users on fundstakPRO Social:

  • Creator: This is an Internal User who can create Social Projects on fundstakPRO for your organization. These Projects are sent to the Project Manager for approval.
  • Project Manager: This is an Internal User who can manage Projects and Campaigns. All New Projects, Project Edits, New Project Updates and Project Update Edits are approval by the Project Manager. The Project Manager can also Edit, Close and Archive Projects and Campaigns.
  • Finance: This is an Internal User who can view and manage all Transactions.
  • Admin: This is an Internal User who can Manage App Settings, Categories, Users and E-Mail Templates. The Admin User can also Create, Edit and Deactivate Internal Users.
  • User: This is a Front End User who creates an Account via the Front End of the website via Sign Up or Social Media such as facebook. This User can Donate and create peer to peer fundraising campaigns for the Projects created via the Creator ID.

Creating an Internal User

  • Login via the Admin ID
  • Click on Users
  • Select the User Type from the User Type dropdown
  • Enter the User’s First Name and Last Name
  • Enter the User’s e-mail address
  • Select a Country for the User
  • Press Create Account

Editing a User

This applies to Internal Users and Front End Users both.

  • Login via the Admin ID
  • Click on Users
  • Go the relevant User Type Tab and locate the User
  • Under Action click on Edit
  • You can make changes on all unlocked fields
  • Press the Update button to save changes

Deactivating a User

This applies to Internal Users and Front End Users both.

  • Login via the Admin ID
  • Click on Users
  • Go the relevant User Type Tab and locate the User
  • Under Action click on Edit
  • Un check the checkbox in the De-active option to Deactivate the User