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Manage Users for Your Organization

  • Updated

About User Roles

The role assigned to a user allows you to control what information can be accessed within the NPOconnect Nonprofit Platform. Roles include:

  • Manager

  • Administrator

To be added as an Administrator, the user must be in a financial role, on the management team, or an office leadership team member. YourCause requires verification documentation and final approval.

All other users should be added as Managers.

 

User Permissions Manager Administrator
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Modify Addresses*

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*Does not have permission to edit Remittance Address.

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Contacts

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Documents

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Chapters

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Sustainable Development Goals

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Donation Verification

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Volunteer Hour Verification

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Compliance

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Manage ACH Information

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Manage Users and Administrators

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Add and Manage Users

To add a new user to your organization, log into your account at https://nonprofit.yourcause.com/. Once there, navigate to User Management > Administrators and Managers.

NPOconnect-User-Management.png

On the Users page that appears, you can manage the individuals that have access to this platform for your organization.

  • Add a New User - Click on the green 'Add User' button.
  • Remove a User - Click the red 'X' icon.
  • Change a User's Role - Click on the 'blue pencil' icon.

NPOconnect-Users.png

 

Manage Administrator Requests

To manage Administrator requests, return to the User Management tab in NPOconnect and select the Administrator Requests card. 

NPOconnect-User-Management.png

Here, you can view any Pending Administrator requests as well as view previously Approved and Rejected requests. Simply click on the Pending option to change the status being shown.

NPOconnect-Administrator-Requests.png

 

Upgrade Manager to Administrator

To be added as an Administrator, the user must be in a financial role, on the management team, or an office leadership team member. YourCause requires verification documentation and final approval.

 

If you have Manager access and need your role updated, email our support team proof of your role with your organization. The following documentation is accepted:

  • Nonprofit Letter -This would be a letter written and signed by your employer.
  • Employee Directory - This could be a scan of a printed directory or a PDF document that includes your name and position.
  • Minutes from board meetings (must be within 180 days)
  • Offer Letter received before employment 
  • Employee Badge
  • Paycheck stub company name must be on the document provided
  • Copy of a 990 that shows you as a member of the organization

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