Add Users
Add your team to the system and get started with CommunitySuite. While viewing the Users page, click Create. Enter the user's Name, then give them a Login, Password, enter their Email address, and click Create. A Login can be any combination of letters and numbers. Passwords do not have character restrictions, and may include any of the following s...
Edit a User
Edit user account information, add users to groups, and restrict user access to specific networks. From the Users page, select a user's ID. Click Edit. Edit the user's Name, Login, Email address, and check the box next to Lock Params if you want to disable the user's ability to edit their account. Check the box next to each user group that the user...
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
View real-time information, and historical data, related to each user login attempt. Select Users from the Home page. Select Login Log. The Login Log will display the following information: Terminology Timestamp - the time in which a user attempts to log into the system User - the name of the user who logged in IP Addr - IP Address Login - if the ...
Log in as Another User
Test permissions and changes to user accounts by logging in as another user. Access Controlled Access to this feature is controlled by permissions. Please speak with your system administrator if you do not have access, but believe that you should. Select Users from the Home page. Select a user's ID. Click Login As. You'll now see the user's name in...
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...
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 User Passwords
Change a user's password, or prompt them to create a new password. Your foundation's User Password Policy can be configured from System Data. Strong passwords are crucial to the security of your Foundation. For more information about security and passwords, check out this blog from Cory Brester (Foundant's Director of CRM & Information Systems)...
Users & Groups
Users are the people who have access to the back-end of your CommunitySuite system. Generally, an employee, a board member, an intern, a volunteer - are all users. Anyone who needs access to the system must have a user account created for them. How It Works Your system adminstrator will need to create User accounts for each person at your foundation...