How to add or remove Staff to or from DonorCentral

Staff codes are used to determine the type of access that your organization's staff members will have for DonorCentral.

Note: This procedure takes you through the process of setting DonorCentral options for an existing Staff code, but you can also set these options when you first create a new Staff code.

To manage staff codes for DonorCentral:

1. In FIMS open the Profile Management module, select File Maintenance > Profile Code Maintenance > Staff
2. The Staff Code Maintenance window appears. Select the code that you want to update and then use the horizontal scroll bar on the bottom of the window to scroll over to the DonorCentral-related fields.
3. Click the arrow in the DonorCentral Admin Type field and select the desired DonorCentral access that you would like the staff member to have:

• None: The staff member has no access to DonorCentral.
• L (Limited): Indicates that the staff member can access DonorCentral and has no administrative rights except for seeing a list of DonorCentral users and the Monitoring page.
• R (Staff Reviewer): Indicates that the staff member can access DonorCentral and has some administrative rights. 
• S (DonorCentral Administrator): Indicates that the staff member has full administrative rights in DonorCentral.

Please see the following article for more details for each of the roles above:

Maintaining Staff Codes

4. Be sure there is an email address in the E-mail field for the user.
5. Click Save.
6. Repeat this process for any additional staff members.
7. When you are finished, click Close.
8. Do a full upload to DonorCentral or wait for the nightly upload to occur. 

9. Once the user data is uploaded to DonorCentral, the new Staff members will receive Welcome emails with the steps to access DonorCentral.

How to log into DonorCentral as a Foundation Staff Member