Creating a donor contact only user in the desktop
Please not that only Desktop Supervisors/Admins should have access to this.
This is how to create a user that can only view donors contact information-no financial records view-able.
From your Green Screen, please go to File-Users
Here you will be presented with a list of current users. Please click on New to start.
Here you will create the username and password (1) and under Available options(2) , you would select Donors. Either double clicking on the selected option or clicking once on the (3) arrow will select that option. Click OK (4) when done.
This user will only be able to view the donors contact information, no financial information is available to them.
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