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Add a Limited Access Administrator

You can create an administrator who does not have access to giving contributions.

  • You must be an administrator to do this.

You can add a user as a limited access administrator who has access to:

  • system settings
  • change log history
  • account details, including billing history
  • all profile data.

Limited access administrators do not have access to:

  • contribution batch details
  • personal giving history
  • giving reports
  • giving dashboards.

You can select whether a limited access administrator has access to users and permissions.

  1. In the top-left corner, click your site name then Realm. Then click Users & Permissions > Users With Responsibilities.
  2. Add or select a user.
    1. To add a new user, click +Add User, then enter the user's name in the Name text box.
    2. To edit an existing user, click next to the user's name, then select Edit.
  3. Select whether to require two-step verification.
  4. Select Administrator (Limited Access), then click Save.