Users and Permissions

The primary account holder will be determined when the overall account is initially established. You are able to add additional users, as well as apply restrictions based on the information the specific user needs to access.

To add/edit users, login to the giving portal (http://secure.siteorganic.com), select the My Account tab, and click the "Managers' link. The primary account holder will see a list of all existing users:



To add a new manager, click the "add new manager" link at the bottom of the screen and you will see additional fields appear to add in the name, email and password for the new user.

To set a user's permissions, click on the "view permissions" link next to the specific user. You can then select the areas the user will need to access. 

• My Account - access to the My Account tab
• Settings - access to the overall giving settings (funds/campaigns, integration code, etc)
• Managers - add/edit other users
• Data Export - only available if SiteOrganic has setup an export for you. If you need the option to export your giving data, please contact the Care team.
• Design - change the default look of your giving page
• Auto-Donations - access to recurring gift info
• Manage Users - access to all donations and accounts
• Reports - various donation reporting options
• Forms - access to the event forms tab
• Forms (All) - access to all forms
• Forms (Active) - access to only Active forms
• Forms (Inactive) - access to only Inactive forms
• Forms (Start New Form) - ability to create a new event form
• Support - ability to submit questions/issues to our giving staff