Adding control panel users allows you to distribute leadership and responsibilities to other members of your organization. Once a person becomes a control panel user, they can send communications, access your people database and become a point person to supporters.
Learn how to
make someone a control panel user.
Please note that creating and editing permission sets is only available to customers on the organization plan or above.
Lesson exercise
-
Create a new custom permission set. Explore the settings available to restrict the access your control panel users will have.
- Edit a person’s profile to give them access to your control panel and assign them this new permission set.