Why are adding multiple admins so important? Well, the truth is, nonprofits have high turnover sometimes, we ALWAYS recommend that you have multiple admins on POINT so that this data stays a part of your process.
Note: Only account owners can add admins to an organization account.
How you can add an admin on POINT: (see video below)
Step 1: To access the admin page, click "people" on the left side of your screen and then select admin.
Step 2: Once on the admin page, in the right-hand corner, click on "add admin"
Step 3: Enter a contact's email or name to find an account. You can select an existing contact or create a new contact. This contact must already exist in the organization's contact list to assign admin access.
Step 4: Click “Add”
How to add an Admin:
P.S.: You can have as many admins as your heart desires, but keep in mind, if you’d like to assign an admin to a program or group, add a contact as admin first and then edit your program/group to include the admin.
When you create an admin, you have two options:
- You can add an admin that already has a Claimed contact account in you organization database. They receive a confirmation email something like, Congrats! You are now an admin on POINT! ( P.S now this user have full accept to your organization).
- If you want to designate someone as an admin who does not yet have a POINT account, you can create an unclaimed contact and send them an invitation to join. Instructions on how to create and invite contacts can be found here.
Once the invited contact accepts your invitation, they will be granted full admin access to your organization.
How you can create new contact and add them as admin on POINT: (see video below)
Questions? Email us at support@pointapp.org.