This webinar provides an in-depth overview of user management within the CyberGrants platform, a strategic philanthropy tool from Bonterra. It covers the process of logging into the system, navigating between the production and sandbox environments, and managing both internal users and donor users. The presentation explains the differences between full licenses and limited licenses, as well as the various security levels that can be assigned to internal users, such as administrators, basic users, budget users, and viewers. It also discusses the concept of user roles, which allows for further customization of access permissions based on the user's function within the organization.
This webinar then delves into the management of donor users, who are the employees interacting with the platform's employee engagement programs. It covers the process of creating test donor accounts, populating the necessary information, and understanding the donor profile. Additionally, the presentation introduces donor roles, which can be used to restrict or grant access to specific features within the donor portal, such as event creation. The webinar emphasizes the importance of understanding user management and permissions to ensure the effective and compliant use of the CyberGrants platform.
User Management Webinar Presentation Slides
