Users

Users and roles

Tip: In order to access the User list in Control Panel, the staff user must have the staff role of Limited, Staff Reviewer or DonorCentral Administrator.

Maintaining Staff Codes

New users created in FIMS receive an email that includes a link redirecting them to DonorCentral to complete their setup. When the user receives the email depends on your setup:

• If real-time sync (RTS) is set up for FIMS profiles, the email sends almost immediately.
• If RTS is not turned on for FIMS profiles, the email sends during the next nightly upload.

To see a list of users with login type and login status:

1. In the top menu, go to Control panel and select Site administration.

2. By default you will be in the Users section.

You will see several columns of information and you can click the Columns button to control what columns display. Clicking the ellipsis button next to the user's name will bring up the menu of functions.

Use the list

• To search the information, enter a user's full or partial name or email address in Find in this list and then select Search.
• To export the information to a .csv file that can be opened in Microsoft Excel or other spreadsheet software, select Export.
• To limit the information, select Filter, choose which information to show, and then select Apply filters. To remove a filter and include more information, select X in the filter summary, or select Filters, and then choose Clear all filters.
• To modify which information appears, select Columns, select which columns to show or hide, then select Apply changes.
• To move to another page in the list, select Previous or Next, or select a page number.
• To sort by a column in the list, select the column header. Select it again to toggle between ascending and descending order.
• To rearrange columns of information, select a column header and drag it to the desired location.

Columns

Name: Name of the user

Email: Email address associated with the user

Roles: This applies to staff members and what roles they have in DonorCentral

Login type:

BBID, None, NPact, Social, SSO

• BBID will show if that is the last method the user used for which to log into DonorCentral prior to the migration on 7/31/2024.
• Social refers to social log ins such as Google or Apple.
• NPact is the standard email with password log in method.
• SSO is Single Sign On

First Access: The first time the user logged into DonorCentral.

Last Logged in: The last time that the user logged into DonorCentral.

Profile ID: The user's FIMS profile ID.

Last Email sent: The last email that was sent to the user.

Send welcome email

To send a welcome email to a specific user, go to their menu and select Send welcome email. They'll receive an email with instructions for logging in to DonorCentral.

Note: For more information on customizing Welcome emails, see Configure Automated Emails.

View Funds and DonorCentral access level

To see a list of all funds associated with a user, go to the ellipsis button next to the user's name and select View funds. In the window that appears you can also see what type of access they have to DonorCentral such as Advisor Reviewer, Advisor Administrator or Advisor Limited. Note that in order to View Funds, the user that you are viewing has to be associated with a fund. If the user is not associated with a fund, then the View Funds button will not be visible.

What do the values in the DC column on the Fund Associations tab mean?

Donor Advisor Permission Definitions

Fund Associations Tab (Funds)

-None: No DonorCentral access; no grant suggestion permission

0 – No DC; Suggest Grants – No DonorCentral access, but donor can make grant suggestions outside of DonorCentral (Email, Grant Recommendation Form, Phone, etc.)

1 – Advisor Administrator: Access to DonorCentral, and donor can make grant recommendations and view grant history

2- Advisor Reviewer – Access to DonorCentral, but donor cannot make grant recommendations. They do, however, have the ability to see grant history details.

3 – Advisor Limited – Access to DonorCentral, but donor cannot make grant recommendations, and they do not have the ability to see grant history details

Note: Only an "Advisor Administrator" (which translates to "make grants = yes") or “No DC; Suggests Grants” can designate an individual an "advisor" from the Advisor section of the Applications tab in FIMS.

View emails sent

To see a list of all emails that have been sent to a user, go to their menu and select View emails sent.

A list displays all of the emails that have been sent to this user. By default, it will include the following columns: To, Cc, Bcc, Subject, Status, Sent On, Email Type, and Error.

While on the View Sent Emails page, you can select Export to download the list as a CSV spreadsheet file, Filter to narrow down the list, or Columns to choose which columns display.

Select Close or use the X icon in the top right or click the Close button on the bottom when you are finished.

How to view Emails sent to a user in DonorCentral

View as advisor

Click the ellipsis button next to the user's account and select View as Advisor. The user has to have funds associated with the account in order to view as advisor.