Admins: Logging In to the Platform Admin

Admins: Logging In to the Platform Admin

An admin is someone who has access to your Funraisin platform admin. Depending on their access rights, they can manage your entrants, events and donations.

You can control who from your team has access to your Funraisin platform by adding new team members or archiving those who have left. Adding new team members is quick to do and there is no limit on how many can be added.

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Where to log in

While fundraisers and donors log in through the public-facing Login option on a site, usually found in the main navigation, admin access works differently and can’t be accessed from the front end.

The platform admin is accessed using a dedicated page. To reach this page, /management needs to be added to the end of the site’s URL.

For example: If the platform URL is: yourcharity.org, the admin login page URL is: yourcharity.org/management

If this is the first time logging in to the platform admin, a prompt will appear to create a new password before continuing. This new password will be used for all future logins.

Log in methods

The way admins log in to the platform can vary depending on how an organization has configured admin access and security.

Most platforms use an email and password to log in. In some cases, an additional verification step may be required, or access may be handled through single sign-on.

The following login scenarios may be encountered:

• Email and password: Login requires the email address associated with the admin account and its password.
• Email and password with additional verification (Two-factor Authentication): After entering an email address and password, a second verification step is required. This may be completed using an authenticator app, email, or SMS.
• Single sign-on (SSO): Access is managed through an organization’s identity provider, using existing work credentials instead of a password.

The sections below outline how to log in for each scenario.

How to log in

Email and password

To log in using an email address and password:

1

Navigate to the platform admin login page (for example, yourcharity.org/management)

2

Enter the email address associated with your user account

3

Enter your password

4

Select Confirm password

If this is the first time logging in to the platform admin, a prompt will appear to create a new password before continuing. This new password will be used for all future logins.

Two-factor authentication

Depending on how admin access has been configured, an additional verification step may be required after entering an email address and password. This extra step helps keep admin access secure.

The verification method used will be shown on screen. One of the following options may be presented.

Using an authenticator app

If an authenticator app is required and hasn’t been set up yet, a setup screen will appear after the password is confirmed.

An authenticator app (such as Google Authenticator) must be installed on a mobile device. The on-screen QR code needs to be scanned using the app to complete setup.

Once scanned, the app will generate a verification code.

Enter the verification code shown in the app to continue logging in.

On future logins, a code from the authenticator app will be required, but the QR code setup step will not appear again.

Using email or SMS verification

If email or SMS verification is enabled, a one-time code will be sent to the email address or phone number associated with the admin account after the password is entered.

Enter the code provided to complete the login process.

A new code is generated each time a login attempt is made.

Forgotten password

If a password has been forgotten or needs to be reset, select Forgot password on the admin login screen and enter the email address associated with the account. An automated email will be sent with instructions to reset the password.

Selecting the link in the email opens a password reset screen, where a new password can be set.

Single sign-on (SSO)

If single sign-on (SSO) is enabled for the platform admin, login is handled through the organization’s identity provider rather than an email and password.

To log in using SSO:

1

Navigate to the platform admin login page (for example, yourcharity.org/management)

2

Follow the on-screen prompts to continue using single sign-on

3

Sign in using your organization’s existing work credentials

After authentication is completed with the identity provider, access to the platform admin is granted automatically.

Password reset and verification steps are managed by the identity provider. If there are issues signing in, check that the correct work account is being used or contact the organization’s internal IT or system administrator for assistance.