Link an Application User to a Constituent Record

If an application user also has a constituent record, from the Application User page, you can link the two records.

If a user has an individual constituent record in the database as a fundraiser, linking to the constituent record enables the user to see information relevant to his activities. For example, in Prospects, the user can access his “My Fundraiser Page.”

  1. From an application user’s record, click Edit link to constituent under Tasks. You can also edit the link from the Application Users page, from the user's action bar, click Edit.

    The Edit application user screen appears.

  2. Select whether the user is linked to a constituent record. If you select Application user is linked to, search for and select the constituent record to link the user to.

  3. Click Save. You return to the application user record.

 

 

You are here: Overview > Administration > Security > Application Users > Edit the Link Between a User and Constituent Record