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Announcing Connect 2.0 with new forms & more

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  • #16
    Good day @Jack Straw

    Would you please share your C&P Account#?

    Looking forward to hearing back from you.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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    • #17
      Our account # is 15685.

      Comment


      • #18
        Good day @Jack Straw

        We reviewed and noticed that the above C&P Account is Seattle account which has been created for Seattle foundation to raise funds for your Organization and you don't have full access over this account. You can't login into the Connect because ONLY ADMIN users can login into the Connect.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #19
          Jack Straw

          Only the administrators can login to Connect. Once an administrator has logged in the other users may be set up using the new security settings & profiles.

          Please let us know what is your Click & Pledge account number and the users that have problem logging in so we can identify their status. You may also do the same by going to the https://portal.clickandpledge.com and clicking on the Account Info > Users > Manage Users.

          Please review the user and see if the user is an administrator. As stated, only the administrators can login and are ported to Connect. In the example below, only the users with the permissions as shown by the arrow can login to the Connect platform.

          Click image for larger version

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          Please let us know if we can be of more assistance.
          Regards,
          Click & Pledge Support Department

          On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

          Join us @ the educational webinars: https://clickandpledge.com/webinars/
          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
          Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

          Comment

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