User Management

Selecting Manage User Accounts from the left side main menu you can see all the users in your organisation. 

Staff Member

Selecting Staff Members from the left side main menu you can see all the members with access to your organisation. You can manage their personal details, roles and permissions and user account details.

Create Staff Member

When creating a new staff member, the first data to capture is based on how the user will login, either with their email/password or Microsoft details.  

Once you have entered their email and password, you are then able to use the plus symbol to add the roles this new staff member will have permission for. 

From here there are two optional sections you can complete relating to the staff members Contact Details.

And their Address Details.

Change Member Password

To change the staff members password, you must first view them from the main staff member table.

Then you are able to use the Set Password action to change the staff members password or Set PIN to change the staff members PIN.

View, Edit and Delete Staff Member

You can select to VIEW staff members from the table, and subsequently EDIT the staff member details. 

Personal details, roles and permissions and user account details can be edited for the staff member.

The action of deleting a staff member will be confirmed before being committed to the database. 

Quicksight Reporting Reinstating

Reporting within the Charity Suite Portal in facilitated through Quicksight. Should a staff member have a period of inactivity, Quicksight will set their account to sleep.

Should this happen and the staff member requires access again, they can reinstate their access by navigating to the Quicksight reporting area, clicking the reinstate button and waiting the necessary 1 hour period for the reactivation and the data to appear in the reports.