Create a User
From the Home page, click Users in the Core column. Then click Create in the left-side menu. Complete the Name, Login, Password and Email fields. Please note: The user's email address can be used as the login. Login information must be unique. Passwords do not have character restrictions and may include any of the following special characters: !@#$...
Edit a User
System administrators can make edits to any user in CommunitySuite. Select Users from the home page. Select the ID of the user you want to edit. Select Edit. Edit the following user information: Name Login The login (and password) is used to log into CommunitySuite (i.e. nick.miles, nick.miles@foundant.com, nickmiles99, etc.). Note: Each user in Co...
Delete a User
You must remove all records (tasks, opportunities, etc.) associated with a user before they can be deleted from CommunitySuite. Pro Tip: If there are multiple records associated with a user, consider deactivating the user instead of deleting. Select Users from the home page. Select the user ID for the user you want to delete. Click Delete. Click Y...
Track Login History
The Login Log is used to track who logs into the system. It also provides detailed information about each login attempt. To access the Login Log: Navigate to Users from the Home page: Click Login Log from the left side menu. Below are descriptions of the information displayed in each column: Timestamp - The time in which a user attempts to log into ...
Prompt User Password Change
System administrators can prompt users to change their passwords on their next login attempt. Example Use Cases: Your community foundation has a password policy, requiring that all passwords be changed at a given cadence (once per month, once every two months, etc.). A user can't remember their password. Select Users from the home page. Select the ...
Log in as Another User*
In order to test any permissions or changes to Users or a User Group that Administrative staff may make, they can log in as another User. If you are an Admin, go to Users from the Home page Select the ID number of the User to login as (eg. 1001 ) Choose Login As from the lefthand side of the screen You will now be logged in as the User you selected....
Locked Out*
Users will be locked out of the system after five (5) tries if they do not type the correct password. They will get a warning on the login page, and, if they have an email on their record, they will also get an email. The email subject says "Account locked out" and the email states; "Your account on cf.fcsuite.com was locked out after too many ba...
Me*
Clicking on your name in the upper right corner will take you to your "Me" page where you can change your Login, your Name as it appears in the system and change or add an email. The Me page indicates who is logged into the system. If you select the highlighted name in the upper right-hand side of your screen you can see the details of the person wh...
Users Overview*
Users are the people who have access to the backend of your CommunitySuite system. Generally, an employee, a board member, an intern, a volunteer - these are all Users. Anyone who needs to have access to the software system must have a User account created for them. The designated Administrator or "Admin" at your foundation can do this. All Users...
Make a User Inactive
Make a user inactive to disable their access to CommunitySuite, while retaining their user record, and associated transactions. This feature can be useful when there's employee turnover. Select Users from the home page. Select the user ID of the user that you want to delete. Select Make Inactive. Note: To reactivate a user, click Make Active....
Set Password
Change a user's password, or prompt them to create a new password. Select the ID of the user. Click Set Password. Enter a New Password, and select the Temporary check box to make the password temporary. This will prompt the user to create a new password during their next login attempt. Passwords do not have character restrictions, and may include ...