Accounts and Access
How-to guides and troubleshooting for Accounts and Access.
- 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
- Password recovery before account confirmation
- Opt into saved billing information separately from account creation
- Organize campaigns and Giving Forms by department
- Onboarding is absent from the account menu
- Online giving administrator role comparison
- New email address and invitation delivery
- New administrator and volunteer signups are not permitted
- Manage cookie and privacy choices
- Legacy VMS staff administrator onboarding
- Manage available two-factor methods and disabling controls
- Limit student editors to a specific tier landing page
- Inspect an existing administrator role and project access
- Greyed-out Delete Administrator and product-specific role removal
- Grant access to a cloned campaign
- Giving-form group choices when creating a form