User Management

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.

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.

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.