Search and manage user accounts

Once you’ve logged in, click Manage in the top right corner of your screen. Then, click on the People option in the toolbar. This will take you to your search tools.   

 

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From here, you can search by Employee ID or by first and last name to locate the accounts you want to manage.

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Once you've found an account, select the Manage option to the right of the user’s name. This will bring you to that person's profile, where you can access specific details and perform specific actions.  

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Now, let's say you want to perform an action for multiple users, like sending an email, allocating donation currency or any other action listed in the Batch Updates section.   

Start by finding all the people you want to perform the action for, selecting the checkbox to the left of each name as you go.  

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Next, in the Batch Updates section, choose the task you want and click Submit. The next page you see will ask if you want to perform any more actions. If not, then you're all done!  

 

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