How Do I Add a New User to Donor CRM?

This article details how to add and manage users in Donor CRM. There are two types of user privileges: Standard User and Admin User. Admin Users have the ability to add and manage new fields, codes, and other admin users, whereas Standard users will not. 


How to Add a New User

First, select your name in the upper right corner. Select Users

Note: Only Admin Users will have access to Users option noted above. If you are a Standard User and are looking to add a new user, contact an Admin in your CRM account for assistance. 

From the Users panel, select Invite a Team Member on the right-hand side. 


Enter in their First Name, Last Name, and Email Address. Check the box for Admin User to grant them the ability to add and manage new fields, codes, and other admin users. 


Admin Users have access to the Client Settings, and the ability to add and manage new fields, codes, and other admin users. 

The user will receive an email from notifications_crm@mail.donorcrm.givesmart.com with the subject "You've been invited to join [Org_Name]. 

The user will select the Join action in the email. 


The user will be prompted to agree to GiveSmart's terms and conditions, where upon submitting, will be taken to the Donor CRM Dashboard. 


Managing Users

Login Link

Is one of your users not receiving the invite email? Under Users, select Login Link to provide an alternative login method for any user created. 

Choose Save and Generate Magic (Login) Link to generate a unique login link for this user. 


Select the Copy action and share the link with your user so they can bookmark their URL as needed. 

NOTE: Be careful to only share this login link with the associated user, as clicking the link will provide direct access to Donor CRM for that user. 


Adjust User Privileges

Adjust a user's privileges to Admin or User under Access type. Admin Users will have access to the Client Settings, and the ability to add and manage new fields, codes, and other admin users. 


Deactivate a User

Use the toggle to deactivate a user to revoke access to Donor CRM. 

When a deactivated user attempts to log in, they are met with the following dialogue window: