ChangeUp
News & UpdatesCompany
  • ChangeUp DMS
    • Platform Overview
      • Setup a ChangeUp DMS account
    • Implementation Overview
    • Widget Setup
      • Create a widget
      • Configure Donate-at-Checkout
      • Install widget
      • Implement the post-checkout webhook
      • Test and Live Environments
      • Deactivating a widget
      • Promoting a widget
      • Checkout Preview
    • Reporting
      • Viewing Reports
      • Download Data
      • Embed Reports
      • Using Report Filters
      • Canceling a Transaction
      • View transactions details
    • Donation Invoicing
  • Account Settings
    • Edit Company
    • Manage Users
      • Invite Users
      • Two-factor Authentication
      • Reset MFA
      • Forgot Password
      • Invite users to my account
      • Resending a user invitation
      • Deleting a user
    • View Activity Logs
    • API Key
    • Billing Information
    • Create API Keys
  • RESOURCES
    • APIs
    • Security Practices
Powered by GitBook
On this page
  1. Account Settings
  2. Manage Users

Invite Users

PreviousManage UsersNextTwo-factor Authentication

Last updated 1 year ago

Invite New User opens the Invitation modal:

Enter the new user's Full Name, Email Address, and choose permissions:

Permission
Access

User

Full access to the DMS account. Ability to create and manage widgets, add users, edit company info, and view reports.

View Only

Limited access to the DMS. This user is intended to be only a viewer for reports. They have no editing capabilities and cannot create new widgets or users.

The Send Invitation button saves the information and transmits the invitation email to the new user. The invitation email will walk the new user through the steps required to set up their account, including .

Two-factor Authentication
Invite New User button
Invite New User modal window