You are able to create user accounts with specific permissions such as read only access, or access to specific pages only. 

 

To set up a new user: 

 

Go to Admin > Users & Security > Users  

 

Click 'Add New'. You will see a form like this: 


 


Select either Charity or Branch from the ‘Main role’ dropdown menu.  

 

Enter a Name, Username, and Email address.  

 

Enter a Postcode.  

Select the address.

 

Enter a Password, please note the password must have at least one number, one upper case letter, one lower case letter and a special character (@#$%&+=!_).  

 

Enter a Password Question and Answer.  

 

Click 'Save'.  

 

Send the Password and Username to the user.