With Click & Pledge you can add an unlimited number of Users with login capabilities to your Click & Pledge account at no additional charge. You may create multiple User Profiles to allow users access and editing rights only to the areas of the account that are necessary for their duties. Admins (System Profile) have access to all areas and may edit and disable users as needed.
This article includes
Navigation
In your Click & Pledge account, to navigate to the Manage Users:
- Click on Launcher (icon with four squares on top right).
- Click on Settings.
- Click on Manage Users.
- Click on Profiles.
Users > Profiles
You may create an unlimited number of Profiles with different account permission levels. The Admin user profile is created by default, and the Admin User has access and editing rights to all areas of the Click & Pledge account. For non-admins, the Admin User may assign a User Profile necessary for their access.
Create Profiles
- Click Profiles in the menu on the left (step 4 in the image above).
- Click the "New Profile" button
- Give the Profile a name.
- Enable "Status" if you want to disable users when the profile they have been assigned is disabled. For example, you may have volunteers that have been added as users and given only Swiper1 access for an Event. When the Event is over, disable the profile and the volunteers will also be disabled and no longer be able to login to Swiper1.
- Uncheck all boxes not applicable to this profile.
- Click Save
Create Users
You may add an unlimited number of users.
- Click on New User in the menu on the left (step 3 in the image above).
- Enter user information in the required fields
- Click SAVE button
Note:
- Mobile Phone not required.
- When entering Mobile Phone, choose country then enter number without international prefix.
Manage Users
On the User List you may:
- Filter the list by User Status
- Filter the list by Profile
- Edit the User information
In the Profiles List you may:
- View or add User Profiles
Note: in edit mode for the user you may also view the Remembered Devices for the user, and the Login Date & Time for the Last 5 Logins.
User Verification
To maintain best practices and PCI (Payment Card Industry) Level 1 compliance, CONNECT requires admin users to review their account profile and active users list every 90 days to ensure information is current and secure.
When you log in to your account, you will have a message that you must verify your account before you can proceed. After you verify the Account information you will be prompted to review your Users.
At the top of the screen, you will see a message to review and verify your users. "Click the "GO TO USER" button.
Disable any users who no longer need access to your Click & Pledge account. Click the "UPDATE TO VERIFY" button
The Last Verified Date and Last Verified By fields are displayed at the top of the user list.