Manage DV Users
How do I invite a user?To invite a new user to be able to login to the DonorView software, the person sending the invitation must be logged into DonorView and have Admin user access. Under your organization's name menu, in the top right corner of the page, select Users DonorView Users. From this grid…3 min readUser Rights Overview and Access LevelsUser Rights determine which modules of the software and level of access each user will have. - User access levels can be removed or limited for each DonorView Software Module. - Admin Users can view/edit settings and add new users on the DonorView Users Grid. Access the grid by…6 min readHow will I know when the invited user has confirmed and is active on DonorView?You can tell by looking at the DonorView Users grid. The fourth column to the right is the “Status” column and will show you who is active and who is not. Users who have logged into their account will appear as “Active” and users who have not logged in for the first time will sh…1 min readHow can I edit, delete, or suspend a user?You can delete, edit, and suspend users from the Manage Users page. The farthest column to the right of the chart has two buttons, “Delete” and “Edit.” To delete a user, click the “Delete” button (in the same row as the user being deleted). A notification box will pop up, confir…2 min readWhat is the difference between users with admin access and users without admin access?Admin Users have access to all software modules and all items in the Organization Account Menu including: - Adding and managing Users and modifying their User Rights Security Settings. - Managing and editing Organization Account Settings and Social Media links for page/email foo…1 min readHow do I grant admin access to another user?You can grant admin access to a user by checking off the checkbox that is located in the fifth column to the right that is labeled “Admin?” You can also grant admin access to a user by clicking the “Edit” button that is in the same row of the user you would like to grant admin a…1 min readHow do I remove admin access from another user?You can remove admin access to a user by unchecking the checkbox that is located in the fifth column to the right that is labeled “Admin?” You can also remove admin access to a user by clicking the “Edit” button that is in the same row of the user you would like to remove admin…1 min readHow do I edit the security settings or access of a user?An admin level user can modify the security settings for another user from the Users grid. Hover over the organization's name and click on Users, then DonorView users. From this grid, click on the row of the user to modify, then click on View/Edit, then Security Settings. Here y…1 min readRecord Deletion LogThe deletion of any constituent or gift records can be tracked by Admin User. To access the Deletion Log, please mouse over your organization’s name in the upper right-hand corner of the software and click on Users. Once on the User page, you will find a button titled, “Record D…2 min readI haven’t received my new user invitation email from DonorView, what should I do?Your invitation email to log into DonorView may take a few minutes to show up in your inbox. If it’s been quite some time and you haven’t received your email, try checking your spam or junk mail folder. If you still haven’t received your confirmation email, you can contact Donor…1 min readKiosk Mode for Mobile App UsersA new User mode is now available for customers who wish to allow volunteers to clock in and out their Time Tracking using the mobile DV Connect Apple app. The new mode is called Kiosk Mode and can be assigned to a specific user under the setup of your account users. NOTE: Once a…2 min read