Can I allow certain admins access to only certain areas in REACH?

We have several admins within our organization. Can we grant access for each admin in different areas within REACH and control what emails they receive?

It's important to keep your Admins up-to-date to help with the security of your information. 

REACH allows any number of admin users and access can be controlled per admin using our Admin permissions. Please note admin permissions are only available on our Essentials, Pro and Pro Plus plans. 

To set up permissions and notifications:

- Go to Settings > Admin Users
- Next to an Admin's name, click the blue 'Edit' button

Here, you can turn on and off different module permissions by clicking the Give Access checkbox. You can also limit information to Read Only for an Admin, meaning they can read the information but will not be able to edit the information. There's also a Select All option, should you want that particular admin to have access to all the information. 

Admins that have access to Admin Users (manage administrators and permissions) can go in and update another admin's password should they forget their login and password credentials. 

The next tab, Notifications, will allow an admin to be blind copied on different emails sent from the system to supporters. For example, if you have an admin that needs to be updated when a recurring donation fails, they can be blinded copied on all emails sent to supporters for a Failed Recurring Donation.  

Mark as Primary Contact is used when REACH needs to send a message to your organization directly. This is separate from the other notifications.

Once complete, be sure to scroll down to the bottom of the page and hit 'Save Changes.' 

To delete an Admin that is no longer with your organization, simply click on Delete next to their name. 


General FAQ

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  2. Holiday Support Schedule 2020
  3. Managed Missions Integration
  4. Why is my web browser showing up as 'Not secure' when using REACH?
  5. How do I switch from a trial account to a full account?
  6. How do we change our plan level?
  7. What's the difference between full donor management and basic donor management?
  8. Can I allow certain admins access to only certain areas in REACH?
  9. Can we customize our 404 page not found error page?
  10. How do I use your Retainer Service?
  11. What is the Projects module?
  12. What is the Pages module?
  13. What is the Places module?
  14. How do I hide a Place or location from showing on our public site?
  15. How do I update our main image and team images?
  16. How can REACH help with mission trips?
  17. Where can I add my Facebook Pixel code?
  18. How do I delete a supporter, sponsorship or sponsorship type?
  19. How do I update my REACH menu?
  20. Can we sort our items (donation categories, places and projects) in REACH?
  21. What's the difference between a Supporter Group and a Supporter Segment?
  22. What is the External Reference ID?
  23. How does the 'Mark as Current' option work?
  24. How do I update the Copyright date at the bottom of my site?
  25. How do I set up a form?
  26. Can we add a privacy policy page to our site?
  27. What is recorded under a supporter's activity tab?
  28. I'm having trouble logging in. Can you update my password? Can you help?
  29. Why am I not seeing an Upload button to add a photo?
  30. What is the REACH Index and how is it calculated?
  31. Can I use my own domain name with REACH?
  32. How do I set up our online store to sell our products?
  33. What is the preferred browser to use with REACH?
  34. How can I update my logo link?
  35. Sponsorship Type Description
  36. How can we prevent fraudulent activity?
  37. How do I update to the new Events page design?
  38. Can we add and edit General Ledger (GL) Codes?

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