Assign Stewards

Once you've designated users as stewards, you can assign donors to a steward, or assign stewards to a donor.  Assign a Steward to a Donor Select Donors from the Home page. Search for a Donor or select from a List of all donors. If you use List to select a donor, you'll need to access the donor record from the native profile of the donor. Click Edit ...

Create Stewards

Designate members of your staff as stewards, to help track and manage donors. Select Steward from the Home page. Click Add Stewards. Check the box(es) next to each user that you want to make a steward. Scroll to the bottom of the page and click Create Stewards....