App Manager

How to Access the App Manager

After you log into FoundationHub, there are two available options to access the App Manager:

Option 1: Under Menu / Utilities & Administration / App Manager

Option 2: Click “Options” in the upper right-hand corner and select App Manager from the drop-down menu.

Note: If you do not see the App Manager in your menu options, you may not have permission to view it. Reach out to your Administrator or Client Services Team Member to request access.

How to Search for a User

After opening the App Manager, select “Users” from the left-hand menu (as shown below). This will bring up the following screen where you can search for all donors and staff members.

Note: The search works based on name, email, or Username, depending on what is inputted. If you enter in only 1-2 characters, the system will search by Username. This has been done by design to improve the time required to search the database.

Alternatively, if you search with 3 or more characters, the results are then based on Name, Email, and Username, as shown below.

After making your search, identify the user you are searching for by selecting their name. This will bring up their User information:

How to Add a New User and Limitations on Username/Email Address

To create a new user, select “Create New User” in the bottom right-hand corner of the App Manager.

A blank “User Info” form will appear on the right side of the screen.

Fill out all the required fields - First Name, Last Name, Email, and Username.

If your Organization has implemented Fidtech’s Multi-Factor Authentication process, then please enter a phone number that will be used for security purposes when logging in.

The system also requires you to select a “Group” and “Roles” to attach to the User. The group and roles affect the permissions of what the User is allowed to do in the system.

Note: If the User you are creating is only given access to DonorSphere, then they will only be able to login or reset their password through the Donorsphere portal. All other users will receive access to FoundationHub.

At the time of your onboarding with Fidtech, you will have received a “Roles” matrix highlighting the permissions associated with each role. If you have any questions regarding Roles, please refer to the matrix or reach out to your Client Services Representative.

Make sure to set the User to “Active” to make the User live and be able to log in immediately when “Create User” is clicked.

“Direct Login” must be turned on for users to login to FoundationHub or DonorSphere. If the “Direct Login” is turned off, the only way to login to the system would be to use Single Sign On. Single Sign On does require configuration before it can be used. Please reach out to Fidtech Client Services if Single Sign On is something that you would like to enable.

Please be aware that our system does not allow for any duplicate email and/or Usernames. If an email and/or Username is already in use, you will receive an error message prompting you to change the email or Username for the new User (seen below).

To determine if a Username or Email is already in use, search for the Username or Email in the “Search for Users” search bar under the “Manage Users” heading.

Once a unique Username and Email is inputted into the form, click “Create User” and you will receive a popup saying that the new User has been created successfully.

The last step to complete the process is for the User to set up their password. This is done by clicking on the “Forgot Password” reset from the login portal. DonorSphere-only Users must reset their password through DonorSphere. FoundationHub Users can only reset their passwords on the FoundationHub site, whether they are trying to access FoundationHub or mirror a Donor on DonorSphere.

FoundationHub:

DonorSphere:

FoundationHub Users can also impersonate a Donor in Donorsphere. The ability to impersonate a Donor is a permission assigned to a Role. If you do not have the ability to impersonate but would like to have it enabled, please reach out to Fidtech Client Services for assistance. Once enabled, utilize your FoundationHub credentials on the Donorsphere login page.

Logging in will bring you to a search screen where you can select any active donor to impersonate.

How to Change a Username/Email Address

To change a user’s Username or Email, open the “Users” section in the App Manager. Search for the User that you wish to update in the “Search for Users” search bar, located under Manage Users. If you have any questions on how to complete this task, please refer to How to Access the App Manager and How to Search for a User, topics mentioned earlier in this document.

Select a User by clicking on their Username to access their profile.

In the User’s info, you can change the Username in the section highlighted below. Hit “Save User” to enable those changes to take effect.

Note: Any Username changes must be unique. If a duplicate is entered and an attempt to save is made, you will receive the following error:

To resolve this, you must change one of the two Usernames (the original User using this Username, or the one you are currently trying to change).

Note: Just like the Username, any email changes must be unique.

How to Deactivate a User

To deactivate a User, open the “Users” section in the App Manager. Search for the User that you wish to deactivate in the “Search for Users” search bar, located under Manage Users. (refer to How to Access the App Manager and How to Search for a User”.

In the User info, you will see the toggle option “Active”. By adjusting the “Active” toggle, you control a User’s ability to log in.

If the toggle is set to “Active”, the User can log in. If the toggle is set to “Inactive”, the User will be deactivated and unable to log in.

Note: For any changes to take effect, you must click “Save User”.