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OnDemand Version User Management
Please read the OnDemand Overview section first, if you have not already done so, before reading this section.
With the OnDemand Version, each user of the program should have their own login user name and password.
The first user whose login has been set up by us is always the initial Site Administrator for the OnDemand User Management program. They can use that program to create logins for other users, who can optionally also be set to be Site Administrators for that OnDemand User Management program.
However, with the OnDemand version there are actually two places that users must be set up, and assigned appropriate permissions. The second place is the Maintenance ⇒ Administer All Users menu option in the DONATION program itself, which allows you to specify the permissions of each of those user logins. The user names in this maintenance window in DONATION must be the same as the login user names set in the OnDemand User Management program. This provides what is known as a "single sign-in" capability, where you do not have to have separate logins for the OnDemand Client program and DONATION itself.
Each user in DONATION will have one of the following permissions (also called Access Levels):
•User Admin w/ Full Access (also called just "DONATION Administrator"): Can add, delete, and modify the permissions of other users, and use all features of the program (subject to the Receipt Password mentioned below).
•Full: Can use all features of the program (subject to the Receipt Password mentioned below), but is not an Administrator.
•Limited: The same as someone using the Limited User Password in other versions of the program.
•Read Only: can view data and reports, and create letters etc., but not change any data, generate receipts (other than sample ones) etc. The same as someone using the Read Only Password in other versions of the program.
•Donor Only: Can view and edit the donor information, but cannot see or change any financial information, including receipts. The same as someone using the Donor Only Password in other versions of the program.
See Passwords in the Program for more details about these permissions, which in other versions of the program are managed by separate passwords (but without using login names).
The same people do not have to be the OnDemand Site Administrators and the DONATION Administrators, but that will probably most often be the case.
The first user that actually starts the OnDemand version of DONATION for a given database is always automatically set up with User Admin w/ Full Access permissions (DONATION Administrator). Subsequent users who start the OnDemand version, if a DONATION Administrator had not previously set them up with a permission in Maintenance ⇒ Administer All Users, will be automatically set up as with Full permissions. That can be changed with that Maintenance window.
The only other issue about permissions is that the OnDemand Version also allows you to set up a Receipt Password with the menu option Maintenance ⇒ Change Password ⇒ Receipt Password. Full details are in the topic Passwords in the Program. This can be used to restrict the generation of the receipts to someone that has this password. When this password has been set up, Full and Administrator users cannot create, reprint or delete receipts (except for sample receipts) in the program, unless they enter the Receipt Password when using a Receipt menu option that prompts for it.
OnDemand User Management
Logins can be added or removed, and passwords can be changed, from the User Management window in the OnDemand client window that is displayed after your initial login. Only OnDemand Site Administrators, who have been set up as such in that window, can use this program. It is recommended that you have at least two such Site Administrators, in case one is not available.
The User Management window also allows the Site Administrator to determine which Software4Nonprofits programs each user has access to, for our customers who own both DONATION and ACCOUNTS.
The same login information will be used for both programs, if you have access to both DONATION and ACCOUNTS.
Here is a sample of that User Management window:
On this window, the user names that have been set up are shown on the left, with the details of a selected user on the right, including which Software4Nonprofits Applications they can use at the bottom right. Use the following buttons along the right edge of the window as follows:
Click this to add a user. Enter their details, then click the Save button that appeared.
Click this to edit a selected user, including changing which Applications they can access. (This may be changed so that when you select a user, you can immediately edit.) Save and Cancel buttons appear when you are editing a user.
You can also change the checkboxes for "Active" (whether they are currently allowed to log in) and "Site Admin" (whether they are a Site Administrator, able to use this User Management application) when you are adding or editing a user.
Click this to delete a selected user.
Click this to reset a selected user's password. This will inform you of the new password, and send an email to that user's displayed Email address on this window, to inform them of it. Just like when you add a new user, they will then have to change it to a password that they choose, after their first login using it.
Note: All of these buttons on the right side of this window may be changed to text instead of icons at some point, to make them even clearer.
Additional Help on this User Management window can be found online in the OnDemand Site Administrator's Guide, so it will not be repeated here. Please keep in mind, however, that parts of the Help there will be referring to programs from ACS Technologies (the company supplying us with the OnDemand services) rather than referring to Software4Nonprofits programs. But the ideas are all the same.
Software4Nonprofits can also access the User Management application if you get stuck. For instance, if there is only one user set up and they forget their password, we can go in and do a password reset for them.
OnDemand Login Passwords
You will be assigned a password when you are initially given your User Name for logging in to the On Demand client. The first time you use it, you will be prompted to change it. You will also be prompted to change it every 180 days. Limitations on what can go into the passwords are explained at https://wiki.acstechnologies.com/display/OnDemand/Complex+Passwords.
If you have forgotten your password, you will have to ask your Site Administrator to reset it for you.
Administering all DONATION Users
Any user who is a DONATION Administrator for the current database they are logged into can use the menu option Maintenance ⇒ Administer All Users to bring up the following window in which they can add users, delete users, change users's Access Levels (permissions) and change other fields:
Any other user who is not a DONATION Administrator can open this window to view the information in it, but cannot make changes in it.
You can change any of the displayed data in this window, except for the Last Active date, which is a record of when that user last logged into DONATION. The Full Name and Email Address fields are only for your own information, and do not have to be filled in.
You cannot change things so that there are no Administrators (people with the Access Level "User Admin w/ Full Access"). You are allowed to have multiple Administrators.
The program does not have the capability to inform users of any changes made in this window. So you will want to inform them directly about such changes, such as adding them or changing their Access Level.
Any users that you add in this window will still have to download and install the OnDemand Client program from our web page www.software4nonprofits.com/ondemand.htm#download, if they do not yet have it installed. They will also need to be given a login with the same User Name in the OnDemand User Management program, before they can log in.
Users given access to multiple databases in DONATION and/or ACCOUNTS can have different Access Levels in each one.
You can delete a user by clicking on the Delete button on their row. You then have to click Save to complete that deletion, or you can click Cancel to cancel it.
WARNING: Deleting a user in this window will not prevent them from running DONATION, until you also delete them in the OnDemand User Management application. If you are not an OnDemand Site Administrator, you will have to have your organization's Site Administrator do that. Until that is done, if the user you only deleted in the window above tries to run DONATION, they will be added back to this list with the Full access level!
Managing your own Login
You cannot change your own login in any way, except when the OnDemand client prompts you to change your password. All other changes, even password resets, must be made by the Site Administrator and/or the DONATION Administrator.
See Also: OnDemand Version Overview