Adding Members to the Group

Since this scenario involves a small group of individuals, it is easiest to populate the group by going into the contact record for each administrator and assigning each one to the new security group. In fact, you will probably need to create a new administrative record for each individual with a user name and password that will be used strictly for their new administrative functions.

Note: The process of creating an administrator now automatically sets the Admin flag for each.

After creating each administrative record, be sure to go to the groups tab associated with the profile, edit their group membership, and add them to the appropriate admin security group (the TeamRaiser and Donation Report Managers). See the Contact Management documentation if you need help with this process.

Note: Remember that Administrators -- even Jr. Administrators -- must have separate user names and passwords for end-user and administrative functions.