After navigating to a user, click the Billing/Contact tab to view or edit the user’s contact information (email address, mailing address, etc.) You can make changes and click the Save button to update the user’s profile information in the system.
The Billing/Contact tab also includes check boxes labeled “Please don’t send email about upcoming events” and “Please don’t send announcements via US Mail”. These settings affect what appears in reports. For example, when you generate a list of users for a marketing email, users who have opted out of email will be excluded. This function is necessary to comply with CAN-SPAM and similar legislation; it cannot be disabled.
Areas on this page surrounded by yellow display user information that only admins can see and change, including:
- Role lets you turn an existing patron into an admin (perhaps they are volunteering in the box office or back office). To add new staff members, make sure they are already in the system as a regular user, then use this page to escalate their privilege.
- Labels lets you create labels of your own choosing to tag users with. Some example labels are “Potential donor”, “Advisory board member”, and “Community leader”. A user can be associated with as many labels as you want. Click the “Create/Edit Labels” button to add or modify labels. The Reports tab lets you search for users with specific labels.
- Staff Comments lets you enter private comments about this user that only admins can see.
The “Do not email user a confirmation of these changes” box is checked by default. If you un-check it, then when you click the Save button a summary email will be sent to the user (if their profile includes a valid email address) indicating the changes. Changes to fields that are only visible to admins, such as Staff Comments or privilege level, will not be indicated in this confirmation email.