Admin Access FAQ

Recently Faith Direct updated the administrative system and made some incredible updates for you!  There are now role distinctions so that you can have different levels of access for those who may or may not need all the abilities that are now offered.  If you have any other questions, don’t hesitate to reach out to your Success Manager.

What are the roles?

•          Event Management: This gives the ability to add, update and report on events.
•          Appeal Management: This gives the access to add, update and end appeals as needed.
•          Donor Management: Exactly what it sounds like!  This is a designated access to allow a staff member access to add, update and cancel donor accounts. 
•          Reporting Access: This gives the ability to pull all the reports for donors and transactions. 
•          Master: This has access to everything!  In addition to the accesses of the other levels listed above, you can add more Administrative users (that’s right, you can add people on your own!).
•          *NOTE: there can only be two people with Master Access.
•          *NOTE: If you see a person with an email address of @faithdirect.net, that is your Success Manager.

How do I know what access I have?

•          If you have Master Access, when you log in to the admin system it will show “Manage Administrators” at the top.  When you click on that, it will show you all who have access and their levels.  You can change their level of access by clicking on “Modify Admin” and then uncheck or check what needs to be updated and then click save.
•          If you have anything other than Master Access, you will have the limited options based on what has been selected by the person with the Master Access.

We’ve had some staff changes; can I delete those who no longer are with the parish?

•          Yes! If you have Master Access, you can remove the admins who are no longer with the parish. If you do not have Master Access, you'll need to reach out to the Client Relations Manager to have them removed.

Some people have their username is first initial and last name and others have their email address, can I change my username?

•          Unfortunately, no, all new usernames will be the email address.

How do I add another Administrator?

•          Under the Manage Administrators, there is a button to Invite New Administrators.  When you click on it, you’ll fill out their name, phone number (this can be the parish number), email and select what access you want them to have.  When you hit save and email will be sent to them to complete the set-up process.

The new person I added didn’t get an email to complete the process, what do I do?

•          Check the spam folder!  If the invitation is not there, have the person you’re adding contact your Success Manager and they will complete the set up for you.