HYS Documentation
Api ReferenceWebsiteGo to App
  • INTRODUCTION
    • About HelpYouSponsor
    • Key features overview
    • Concepts & Key Terms
  • GETTING STARTED
    • Navigation
    • Dashboard
    • Quick Start Guide
      • Account Information
      • Email Settings
      • Payment Gateways
        • Stripe Setup
          • Stripe Webhook
        • Flutterwave Setup
        • QPayPro Setup
        • Authorize.net Setup
        • PayPal Setup
    • Account Setup
      • First Program Setup
      • Website Integration
      • Campaign Setup
  • CORE FEATURES
    • Program Management
      • Manage Programs
      • Program Forms
      • Program Settings
      • Auto Emails
      • Additional Gifts
      • Url Generator
    • Donor Management
      • Donors Table
      • Add Donor
      • Donor Profile Page
    • Recipient Management
      • Recipients Table
      • Add Recipient
    • Sponsorship Management
      • Sponsorships Table
      • Add Sponsorship
    • Donation Management
      • Donations Table
    • Communication Tools
      • Message Manager
      • Newsletter
  • ADVANCED FEATURES
    • Customization Options
    • Reporting and Analytics
    • Progress Reports
      • Create Progress Report
      • Add Progress Report Data
    • Integrations
      • Mailgun
      • Box Image Storage
      • Zapier
        • Actions
          • Create a New Donor
          • Edit Donor
          • Find Donor By Email Address
          • Find Donor Forms
          • Create a New Entity
          • Edit Entity
          • Find Entity by ID
          • Find Programs
        • Triggers
          • New Form
          • New Program
          • New Donor
          • New Entity
          • New Donations
      • QuickBooks
        • Connect to HelpYouSponsor
        • Adding Donors (Customers)
        • Recipients (Service item)
        • Donations (Sales Receipt)
        • Mapping fields from HYS to QuickBooks fields
        • Synchronized Currency
  • ADMINISTRATION
    • User Management
    • Permissions and Access Control
    • Security Settings
  • BEST PRACTICES
    • Donor Engagement Strategies
    • Fundraising Tips
    • Data Management
  • TROUBLESHOOTING
    • Common Issues and Solutions
    • FAQs
      • How do I import data into my account?
      • How do I bulk upload files?
      • How do I export all the data in my account?
    • Support Resources
      • Priority Support & Enhancements Options
      • How to close my account?
  • API DOCUMENTATION
    • Authentication
    • Endpoints
    • Code Examples
  • RELEASE NOTES
    • Version History
    • Upcoming Features
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On this page
  • Creating an admin
  • Editing an Admin
  • Activating or Deactivating an Admin.
  • Deleting an Admin.
  1. ADMINISTRATION

User Management

PreviousSynchronized CurrencyNextPermissions and Access Control

Last updated 1 month ago

User management in HelpYouSponsor provides comprehensive control over who can access your organization's platform and what they can do. This robust system allows you to maintain security while providing appropriate access levels to team members, volunteers, and administrators.

To navigate to User Management, click on "Admin and Permissions" under "Settings" on the main menu.

This page shows you the permissions sets and administrators you have in your account.

From here you can perform actions like;

  • Creating an Admin

  • Editing an Admin.

  • Activating or deactivating an Admin

  • Deleting an Admin

Creating an admin

To create an admin, click the "Create an Admin" button on the top right. This will open up a drawer with a form to fill in the admin details.

Editing an Admin

To edit an admin, click on the pencil icon in the admins table. This will open up a drawer with the admin's information. After editting the information of your choice, click Save.

Activating or Deactivating an Admin.

To activate an admin, the icon in the admins table should be a tick. Clicking this will activate the admin.

To deactivate and admin, the icon in the admins table should be a cross. Clicking this will deactivate the admin.

Deleting an Admin.

To delete an admin, click on the delete icon in the admins table. This will pop up a dialog to confirm the deletion on the admin. Click confirm if you wish to continue.

The Permission Set listed here will be the permission sets you have in your account. If you do not have a permission set, create one from

here.