Fundraising summary by group
Donations by source
Cash projectionOutstanding pledges + recurring projections Β· by group
Not contacted β outstanding pledges
No contact logged and $0 received.
Amount range:
β
Top
by highest amount
Amount range:
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User management
Assign roles and group access
Admin β system-level full access to all campaigns, data, and user management.
User β access is determined per campaign. Assign their role (Editor, Group Viewer, Dashboard Viewer) and groups in the Campaigns tab.
User β access is determined per campaign. Assign their role (Editor, Group Viewer, Dashboard Viewer) and groups in the Campaigns tab.
Loading usersβ¦
Pre-provision access for a new user
Enter the user's Google email. When they first sign in, their role will be applied automatically. You can also assign groups now or change them later.
After adding a user, go to the Campaigns tab to assign their role (Editor, Group Viewer, etc.) per campaign.
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Donations pending match
When marking as no pledge, assign or change the group.