A registered profile is managed by a "cause owner" who oversees content and donations. They can add subusers with login credentials to share management. Subuser permissions depend on assigned roles and can be changed anytime by the cause owner.
How to add subusers:
- Sign in to the Causes Portal
- Select Cause Profile
- Select Manage Subusers > Create New Subuser
- Enter the subusers email, choose a username and password, and select the role(s) you wish to assign the subuser
- Select Create Subuser
Creating a subuser account doesn’t send a notification email, so you must share the login details with them. If you get an error that the username or email is taken, the subuser already has an account and can’t be added to another profile.
Subuser roles:
- Cause Owner allows the user to view reports and manage payment method details.
- Volunteer Opportunity Author allows the user to create and edit volunteer opportunities only.
- Project Owner allows the user to create and edit projects only.
- Report Viewer allows the user to view and download disbursement reports only.
- Certification Manager allows the user to submit and view self-certification declarations only.
- Grant Manager allows the user to access the grants management dashboard to track and manage grant applications.
Subusers don't have access to edit the main profile content, such as the logo or description. These edits can only be made by the cause owner.