How To Manage your Team

  1. Click on the grid in the upper right corner.
  2. Click on Manage Your Team.
  3. To invite a new user, choose Invite User. 
  4. Enter the First Name, Last Name and Email of the new user. An invitation will be sent to the new user to set a password.
  5. Click on Manage Roles for the new user and select the user roles you would like to assign to the new user.
  6. Choose other actions like Manage Role, Disable or Delete to manage your team further


To adjust your user profile settings:

  1. Click on the grid in the upper right corner.
  2. Click on My Profile from the menu.
  3. You are able to adjust your:
    1. First Name
    2. Last Name
    3. Username/Email
    4. Email Signature (Note - this will be used when sending emails from DonorDock)
    5. Notification settings
    6. Enable Daily 5
    7. The number of rows in your display
  4. Click Save to save your updated settings.