Creating A New User Account | Scribe

    Creating A New User Account

    • Gulfaran |
    • 24 steps |
    • 3 minutes
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    On MyFundAccounting.Online you can create user accounts with a custom roles and permissions that tailors each user's access. This ensures they only see the parts of the application that are relevant to their role. The below steps will guide you in creating a custom role with specific permissions.
    1
    Navigate to <https://www.mygiving.online/dashboard>
    2
    Click "Admin" &gt; "Users and Security" &gt; "Custom Roles & Permissions"
    3
    Click "Add New"
    4
    Name the new role depending on who you would assign it to e.g. Assistant, Gift Aid Secretary
    5
    Click "Save"
    6
    Your new role will appear in the list
    7
    Click "Edit" to bring up the form you filled in step 4 to amend any details
    8
    You can remove the role by clicking "Delete"
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    Alert! If the role has been assigned to a user it cannot be removed until the user is reassigned to another role or deleted
    9
    Click "Edit MGO Permission" to begin choosing what permissions this role will give the user. "Edit MMO Permission" may be available if you use MyMembershipManager.Online.
    10
    Click the checkbox of the options you want available to the user and uncheck the ones you wish to hide or block
    11
    Click "Save" once you are happy with your selection.
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    Tip! If you do have access to MyMembershipManager.Online (MMO) you can set up the permissions for MMO by now clicking "Edit MMO Permission"

    Creating the User

    12
    Click "Users"
    13
    Click "Add New"
    14
    Click this dropdown to select a default role or a custom role you have created
    15
    If you select to use a "Custom" role you will see a new dropdown where the roles you have created will appear. Click this dropdown to select the relevant role you wish to assign the user.
    16
    Checking "MyGiving.Online" will allow the user to log into MyGiving using the details you set up