Add or delete users of the Nonprofit Admin Portal

See current users and pending invitations

1. Log in to the Nonprofit Admin Portal.
2. Select “Settings” in the left-hand navigation bar.
3. Select "Organization Settings" from the dropdown and choose “Users” in the tab on the left. If you don’t see it, log in and point your browser to http://secure.givelively.org/users.
4. “Current Users” are listed in the body of the page, with all “Pending Invitations” directly below it. You can also see which of your fellow account administrators have confirmed their email addresses and which have “Reports Access,” two important steps to maintain security. Note that “Reports Access” refers to the ability to view a nonprofit’s Giving Basket donation data in the Reports Portal prior to Give Lively membership approval. This is only relevant to nonprofits that have received donations through Charity Navigator’s Giving Basket and gain access to the portal using a claim code that accompanies lump-sum check disbursements of Giving Basket donations. Once the nonprofit is approved as a Give Lively member, all of its admins have access to all data reports in the Reports Portal.

Add a new user

1. Follow the instructions above to get to the “Users” page.
2. Select the “+ Add New User” button at the top right of the screen.
3. Fill out the pop-up form with the new user's first name, last name and email address. Keep in mind that:
   + for approved member nonprofits, new users will have full access to your Nonprofit Admin Portal, including the same administrator rights as you do to change your Core Profile, manage campaigns, access donor data and invite/delete other users.
   + for nonprofits that have applied for membership but are not yet approved, all new users have the same partial-access rights in the Nonprofit Admin Portal, including, for nonprofits that have received donations through Charity Navigator’s Giving Basket, access to the Reports Portal to view Giving Basket donation data.
4. To add more than one new user, select “+ Add another” at the bottom left of the pop-up and provide that new user’s details in the new line that appears. There is no limit to how many users you can add and no limit to how many individuals can be logged in at once for the same nonprofit.
5. If you change your mind and choose not to add a user, select the garbage can icon to the right of that user’s details.
6. Once you have completed filling out new users’ details, select “Send Invitation(s)” at the bottom right of the pop-up. 
7. If the invitation is successful, a confirmation will appear advising that “Your invitation has been sent!” and that “[New user] will receive an email inviting them to log into Give Lively or will immediately be granted access if they already have a Give Lively account.” Note that these invitations expire after one week. Click the “x” at the top right of this pop-up to close it, or just click outside of it.
8. If the invitation was not successful you will see a notice that “[New email] is already associated with another nonprofit organization in the Give Lively system. Please use a different email address.”

Note for consultants: You can't log in to multiple accounts using the same email address. When an existing nonprofit admin invites another user to the Nonprofit Admin Portal whose email is already on record, the following popup appears: "[email address] is already associated with another nonprofit organization in the Give Lively system. Please use a different email address." Please use a different email or contact support@givelively.org so we can help you create an alias and set up a password.

Remove a current user or pending invitation

Remember: Removed users will no longer have any access to your Nonprofit Admin Portal. And for deleted “Pending Invitations,” the invite email that was sent out, which already expires after a week, will immediately become invalid.

1. Follow the instructions above to get to the “Users” page.
2. Search for the user(s) you wish to remove.
3. Select the garbage can icon to the right of each user’s details.
4. A “Remove User” pop-up will appear asking you to confirm your action: “Are you sure you want to remove [(new user)] as a user?” Selecting “Remove [new user]” will immediately complete the action, while “Cancel” will stop it.

Change a user's email in the portal

1. Add the desired email as a new user (see instructions above).
2. Log out of the account associated with the old email address.
3. Log back in using the new email address.
4. Delete the old account (see instructions above).

Vital security considerations

‍As part of our ongoing effort to be rigorous about privacy, security and transparency, the power extended to nonprofits to add and delete users of the Nonprofit Admin Portal is a critical enhancement in portal security.

It provides nonprofits with the ability to see who has access, but it also places with them direct responsibility for staying vigilant about maintaining portal access.

We recommend regular review of the current users of the Nonprofit Admin Portal. This will allow you to add new users if you have new team members, ensure your fellow account administrators have confirmed their email addresses and, more importantly, to delete users who have moved on to other positions or jobs.

Notably, for all active users, our system does not ask for or store any personal information beyond the username and email address of each user.