The majority of the tools an admin uses to manage their database are found in the CDM+ Desktop application. However, there are a few resources available to admins through their direct online Engage account. These resources include using Search Transactions, seeing Expiring Credit Cards, and being able to manage Online Statements.
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To give Engage Admin permissions to a user, you first want to make sure that they have an Address and Individual record in CDM+. You can follow the steps in, How to Create a Donor to create these records.
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From the Welcome to CDM+ window, click on Individual Record.
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Next, set up a find to search for the record. Then, click to highlight the record you need and click on Change in the Online Credentials box.
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Use the Role drop-down box to select Adminstrator and click on Ok.
5. Now when this admin logs into their online Engage account, they will have Administrative options from their Engage menu.
