Accounts and Access
How-to guides and troubleshooting for Accounts and Access.
- Volunteer contact email versus login email
- Understand administrator preview and volunteer ghosting limits
- Verify a sign-in with two-factor authentication
- Understand School Dashboard Admin scope
- Understand administrator access, roles, and missing menu items
- Understand a generated guest email address
- Tier-page editing versus posting updates
- Two accounts and missing giving history
- Tier editing and tier donor-report permissions
- Single-form administrator and gift notifications
- SSO says there is no active volunteer or administrator record
- Separate Stripe Link emails and saved payment information
- Separate administrator roles from campaign, form, event and product access
- Sign in, choose a school, and recover your password
- Send new administrator all gift notifications
- Resolve password requirements and reset-link problems
- School-Level Settings can open Email Marketing
- School-branded signup and shared donor accounts
- Resolve administrator invitations and existing donor accounts
- Resend an account confirmation email
- Request account deletion or distinguish it from registration cancellation
- Request account closure
- Reporting access limited to selected forms
- Reporting access for frontline colleagues
- Replacing an SSO certificate
- Recover a native password and complete account confirmation
- Read-only donation reports without other report menus
- Read-only access and notifications for one event
- Performance dashboard without rest of school dashboard
- Password reset when the account is unconfirmed