Add an Application User

When you add application users to the system, you specify the domain name and the user name.

You can also associate a site with the user. This is the default site for the user, so it will appear by default on records secured by site that the user adds. This site is also used to define “My site” and “My site’s branch” in filters. The user’s access to data is based on how site and constituent security permissions are established on the system roles to which the user belongs. For more information, see Sites and Site Security and Constituent Security Groups.

Note: The information on the application user record is view only. In order to edit the permissions, you must add or modify the system roles to which the user belongs. However, you can grant or revoke system administrator rights from the application user record.

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.”