Manage Users and Set User Permissions

Adding/Removing users and setting user roles

Updated over a week ago

From your Settings, you are able to add, remove, and manage users. This can be found in the Users tab. Committees may have as many users as they want; in fact, this is highly encouraged to prevent sharing account logins. WinRed users should always use their own login.

Add a User

Here you can see a list of users who currently have access to your account. To add a user click the Add User button. Enter the user's email address & select their role. By clicking invite, they will get an email inviting them to the account.

You can assign users six different types of roles within a WinRed account. These roles can perform different actions under the Pages, People, Revenue, Accounting, Utilities, Merchandise, and Settings tab.

See the chart below for reference on the assignment, an X notes that a user can complete an action in your account.

Admin

Editor

Read Only

Pages Only

My Pages Only

Merch Only

Pages

Create Pages

X

X

X

X

Create Upsells

X

X

X

X

Add Existing Money Pledges

X

X

X

X

Add Bill-Pay

X

X

Edit All Pages

X

X

X

Set All Pages Live

X

X

X

Access the Campaigns Tab

X

X

X

Access the Upsells Tab

X

X

X

Can only Download Donor Data from Specific Pages

X

Download Donor Data from All Pages

X

X

People

Refund Donations

X

X

X

Cancel Subscriptions

X

X

X

Access Leads

X

X

Revenue

Build Reports

X

X

Create New Money Pledges

X

X

Accounting

Access Accounting

X

X

Download Payout Reports

X

X

Block Donors

X

X

Utilities

Add or Edit an Integration

X

X

Access the Bulk Updater

X

X

Create Custom Reports

X

X

Run an A/B Test

X

X

Merchandise

Create Products

X

X

X

Access Orders

X

X

X

Download Orders Reports

X

X

Edit Storefront Settings

X

X

X

Settings

Create a New Vendor Connection

X

Access Account Settings

X

Notes: A My Pages Only user can only view/edit pages that they created and cannot see other ones on the account.

They also cannot add new Bill-Pays onto their pages or upsells. But can duplicate pages with pre-existing Bill-Pay that was added by another use.

A Pages Only user will be able to view/edit pages created by other users on the account.

Remove a User

Go to Settings and click the Users tab. Find the user in the committee's list of users. Click the gray "x" on the user. Click Confirm in the modal. Click Save.

Vendor Users

Vendor Users can access a client account with the user permission they have been assigned to their vendor account. This means that if a vendor user is added to their vendor account as an admin, they will have admin-level access to the client account once the vendor connection has been approved.

Questions?
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As always, if you have any questions, contact our team by opening a WinRed chat box at the bottom right of your screen or contacting support@winred.com!

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