You can enter any of your staff, volunteers, or board members as Planner users. Anyone added will receive an email to create a password.
In Planner, navigate to Setup > Users.
NOTE: Only the Planner Administrator or a user with the Site Admin privileges may add new users. If you need a user added and don't have permission, contact the person at your Organization who was set up as the OneCause Administrator.
Click Add to create a new user. Fill out the user's:
- Email address
- First name
- Last name
Grant the user any or all of the following permissions:
|Active||When checked, the user can log into this Planner website. Only uncheck it if the user should no longer be granted access.|
|Can issue refunds||When checked, this allows the user to enter refunds for any supporters.|
|Can process & void payments||When checked, this allows the user to manage payments, including batch process and void them.|
|Site admin||When checked, this allows the user to add, edit, and delete other users.|
|Manage events||When checked, this allows the user to access the Events tab and log into other Planner sites. This also enables the user to create new events and copy event data.|
Click Save. The user will automatically receive an email to create a password.
Tip! To delete a user, click the checkbox next to his/her name and click the Delete button. Or, you can deactive a user by unchecking the Active checkbox.