To edit a user:

  1. Click Manage Users in the Charity Checkout menu.

    Note: Only Administrators are able to access this area of the platform.

  2. Click the Pencil icon on the same row as the user you want to edit.

  3. In the pop-up window that opens, you can edit the following fields for the new user: First Name, Last Name, Email.

  4. Select the role for the new user from the Role dropdown menu. It’s not possible to change the role of another Administrator.

    Note: If you want to give someone Administrator access to your platform, please contact us.

  5. If you want to change the email notifications the user receives from the platform, click the Email notifications tab, click Edit and tick/untick the relevant notifications.

  6. Click Update.