Manage Users

As a group administrator, GivePulse offers a CRM (Customer/Client Relationship Management) to manage user records and roles in your organization. It serves as a centralized platform where you can organize first names, emergency contact information, and emails of individuals within your group.

Instead of using separate documents, you have a convenient solution to manage, search, and generate reports on user records, their interactions, and engagement.

Navigate to your group home page and click the blue "Manage" box on the left. Then, select "Manage Users" Alternatively, you can choose "Users" > "Manage Users" from the group management dashboard menu.

Classic View:

New View:

On the "Manage Users" page, you will notice columns of data, each enabling you to either click and sort, dropdown select and filter, or type in search. These abilities will help narrow your reporting and search criteria so you may apply some actions. 

Main Actions: This will give you a set of actions to do the following: 

• Add Users
• Export the data
• Add user
• View Archived Users
• View Banned Users
• Send Message to Users

Quick Actions: This will give you a set of actions to do the following for a specific user:

• Message User
• Resend Claim Account Email
• Add Note
• Add Document
• Add Impact
• Print Transcript
• Export Impact
• View Details
• Profile
• Change Member Role
• Archive Member

Configure Layout: If the default columns do not show what you want, you can configure the layout. Click the "Configure Layout" link to choose additional variables or change their ordering. Drag and drop the fields to reorder them as desired. Apply the changes to modify the table layout.

By clicking on an individual user's name, you are brought to a file of user details. This can help you to quickly access important information about an individual user. 

For more information about managing users, see this video: 

If a user's member role is removed or they are archived, their historical data is still retained.

When the membership role is removed, they remain on the active list.

If archived, users don't appear on the active list, but you can still access their information and generate reports. Their impacts are included in the impact reports (Manage Impacts), but you can filter by "Members Only" to view impacts of current members only.

If a user is archived at the parent group, they will be archived in all subgroups. 

As an Admin, you can display Impacts from Members Only or display Impacts from Non-Members (registrants, participants)

GivePulse Tip: When exporting data with custom fields, expect the format CUSTOM FIELD NAME (CF) [CUSTOM FIELD_ID_NUMBER].

In the example below, the field is titled/named 'Color'

(CF) = Custom Field (this means it is a created field, not a default field) 

[12345] = Custom Field ID assigned

Color (CF) [12345]

If you have any questions, please Submit a Support Ticket.