Adding and changing Users for Silent Partner Desktop
From the Green Screen go to File > Users.
To add a new user:
Click the "New" button and enter a username and password.
Available user permissions are in the left hand window; permissions selected for the user are displayed on the right hand side. To add user permissions for each user, either double click a permission on the left of the window, or select it and use the arrow in the centre of the window to add it to the right hand window under "Assigned Options"
NOTE: To create another Supervisor/Admin you can also click on the Full Supervisor Privileges box (3) located on the right hand side of the pop up menu.
Deleting a user
In the User Listing window, select the user you wish to delete and click the delete button.
When prompted click "Yes" to confirm you wish to delete the selected user.
Changing Passwords
In the User listing window select the Password button.
You will be presented with the Password change menu. Enter the current password, then the new password. Enter the new password again in the "Confirm New Password" field and click "OK"
Related Articles
User-Defined Codes in Silent Partner
User-defined codes are a function of further donor categorization in Silent Partner, in addition to Mail Codes and Category Codes. User-defined codes would come in handy if you would like to introduce various levels of ...
How to create users and give them access to PartnerHR.
There are two steps to carry out for you to create and invite users to PartnerHR. Step 1: Creating a User A helpful tip: Start by setting up user profiles for your Supervisors first. That way when you set up the user profiles for people they ...
Using PayPal with Silent Partner - Downloading Transactions
Downloading PayPal Donations and Transferring Funds See Previous Topic: Using PayPal with Silent Partner - Setup With this module you are able to easily download your PayPal donation records into Silent Partner in a few short steps. Open up the ...
Creating a Cloud User
You need Administrator privileges to set up Cloud users. Once you have logged onto the Partner DMS Cloud as an Administrator, go to Admin Settings > Cloud Users Set up the user profile to allow the user to log into Silent Partner Cloud To add a new ...
How to manage users as an administrator
As an administrator, you have the ability to add and remove users from your WordPress site. After you have added a user, you can edit profiles at any time and change any information such as password, change in their role, and more. 1. Click on the ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.