Admins: Adding and Managing Admin Users

Admins: Adding and Managing Admin Users

Admins play a key role in keeping your Funraisin platform running smoothly. From publishing pages and managing campaigns to accessing data and developer tools, the right admin access helps teams move quickly while keeping supporter data protected.

This article walks through how to view, add, update, and remove admin users on your platform. It’s designed to help you confidently assign access based on role, understand what each permission allows, and manage admin access as your team evolves—without losing visibility or control.

Whether you’re onboarding a new team member or tightening access as responsibilities change, this guide will help you manage admin users clearly and securely.

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What are admin users?

Admin users are the people who manage and maintain your Funraisin platform. They’re added and managed through the Accounts module, where you can control exactly what each admin can access based on their role.

Because your platform is a live website that handles supporter data, managing admin access thoughtfully helps protect your data and keep day-to-day operations running smoothly.

Admins with access to the Accounts module can view, add, and edit other admin users, making it easy to manage access as your team grows or changes.

Viewing existing admins

To view the admins on your platform, navigate to Admin > Accounts > Browse Users. This page shows a list of all admin users with access to your platform.

For each admin, you’ll see:

• Name and email address
• User type — defines which modules and features the admin can access
• Status — Active admins can log in; Archived admins no longer have access
• Last login — the date and time the admin last signed in

If you’d like to learn more about creating and editing user types, see the support article: Managing admin user type access.

Adding a new admin and defining permissions

To add a new admin, select New User from the central navigation. You’ll be taken to a setup screen where you can define their details, access, and permissions.

Below is an overview of each setting and what it controls.

Admin details

• Name: The name of the admin user.
• Email address: The admin’s email address. This is also what they’ll use to log in.
• Mobile: A mobile number is only required if your platform uses SMS codes for two-factor authentication.

Permissions

• Publish Pages: Allows the admin to publish pages live. If disabled, they can still edit pages but won’t be able to publish them.
• Delete Records: Allows the admin to delete records such as fundraisers or donations.
• Download Records: Allows the admin to download data from dashboards. If the admin has access to the Data exports module, they can download exports regardless of this setting.
• API Access: Enables access to the Funraisin API. When enabled, you’ll be prompted to generate an API key for the admin. Once generated, make sure to save the admin record to store the key.
• Read-Only Access: Allows the admin to view records—such as fundraisers and donations—without being able to make changes.
• Access to Support: Allows the admin to contact the Funraisin Support team from within the platform.
• Developer Access: Provides access to the Developer tools module, including editing JavaScript and CSS.
• Single Sign-On: Only enable this if your platform uses single sign-on for two-factor authentication.

Access configuration

• User Type: Defines which modules and features the admin can access. User types help manage permissions at a broader level across the platform.
• Results Per Page: Controls how many records are shown in list views before pagination is required.
• Admin Theme: Sets the admin interface experience. The Modern theme is the latest version and is recommended for all admins.
• Associated Charity: Only shown on multi-charity platforms. Linking an admin to a charity restricts their access to events, fundraisers, and donations associated with that charity.

Security

• Set Password: Set a secure, temporary password when creating the admin.
• Event Restrictions: Restricts the admin to viewing and editing only selected events. When applied, the admin will only see these events within the Events module.

Once you’ve reviewed and configured these settings, select Save to create the admin user.

After saving the admin, you’ll need to share their login details with them, including the temporary password you set. When the new admin logs in for the first time, they’ll be prompted to create a new password before accessing the platform.

Editing existing admins

To update an existing admin, select the edit icon next to their name in the admin user list. From the admin record, you can review and update their details or permissions as needed.

Be sure to select Save to apply any changes

Removing admin access

When an admin no longer needs access to your platform, archiving their account is recommended instead of deleting it.

Archiving an admin prevents them from logging in, while preserving their name in activity logs across the platform. This helps maintain clear records of who made changes and when. If an admin is deleted, those logs will instead show actions taken by a “Deleted user,” which can make auditing more difficult.

To remove access, set the admin’s status to Archived and select Save. The admin will immediately lose access, while their historical activity remains visible where supported.