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.