Add User

Creating a new user and assigning them as an admin for Panorama Donor Management will grant them access to the Donor Management tool. Provide the following information to add the user:

• Name - the name information of the user.
• Email Address - this is the email address that will be used to inform the user of their new Donor Management account.
• Contact Information - enter phone and address information for this user.
• Role - choose the role to provide the user with the permissions you want them to have when accessing and using Donor Management.  Note:  Choose the role carefully and ensure that the role has the correct permissions for the user.
• Timezone - choose the timezone for this specific user.  The timezone will provide time adjustments within Donor Management specific to this user and where they are located.

Click the Create User button when you have all the information.

Please note that a Panorama user must have admin privileges to access the Donor Management. Currently, only FrontStream Support can assign admin rights to a user.