User Accounts
Navigating User Accounts
On the User Accounts landing page, you’ll see the title ‘User & Accounts’ which informs you where you are in the system. Below, you’ll see a quick...
Adding User Accounts
From the User Accounts Module, click + Add User. Step 1 – Select Constituent First, select the constituent to which this User Account will be linked to....
Resetting Passwords
There are two security logins for User Accounts: passwords and access pins. Both can be used for logging in to your account within Compass-360. You can only...
Editing & Removing User Accounts
From the User Accounts Module, select the card of which user you need to edit or remove. Selecting the card will open the right sidebar with the...
User Privileges
You can control specific privileges for each user, allowing or denying them access to modules. By default, current and new users have access to every module. Modifying...