Users & Security

Throughout your IgniteCX account and campaigns, there are several different types of users and participants who fulfill varying roles that are important to understand:

  1. There are two levels of security profile for individuals who have access to the back-end editing functions of your IgniteCX account: System Administrators, and Campaign Users
  2. There are two other role types that support your account and campaign functions but do not access the editing capabilities of your account: Funds Recipients / Managers and License Managers.
  3. Finally, there are the all-important Supporters who participate in donating money and making purchases in support of your campaigns.

This page will help you understand the purpose of each of these roles as well as give you ideas on how each of these groups can be effectively managed.

Security Profiles Overview

There are a number of ways System Administrators and Campaign Managers can edit, add, and manage which individuals are allowed certain levels of access and which campaigns they are allowed to access and edit. If you are a System Administrator, it is extremely important that you understand the various roles of each type of account user.

The two types of security profile designations that can be given to users of the IgniteCX system are:

    • System Administrator
    • Campaign User

An unlimited number of each type of user can be created within a single IgniteCX account. However, typically there will be a very small number of System Administrators (usually just one or two), and anywhere from one to several Campaign Users for each unique campaign. (In addition to these two types of security profiles, you will also be able to manage participants with the profile referred to as “Supporters”. The individuals designated as Supporters have either donated to a fundraiser or been added to the database by a Campaign Manager – they do not have access to the IgniteCX system.)

System Administrator

Users with the Primary System Administrator (PSA) Security Profile have unlimited access to all IgniteCX pages and associated functions, including organization contact and billing information, as well as all contact lists. There is only one PSA per organization account. All other System Administrators will have access to all of the IgniteCX pages and functions except for global account settings.

Users with this Security Profile have access to all campaign related pages and functions, including:

  • Create/Edit campaign
  • User Management pages and functions (create/edit system user, etc.)
  • ‘Authorize other users to manage this campaign’ functions
  • Contacts Management functions
  • Publish Campaign functions
  • Email pages/functions
  • Fund Manager/Recipient approval

Pages/Functions NOT accessible by this profile are:

  • Account related pages and functions (add/edit account details, organization contact info, Billing Info, Edit Home Page)

Campaign User

This user has limited access to campaign related pages and functions. They will be able to create and edit campaigns, and can Publish campaigns once all necessary approvals have been received, but will NOT have access to:

  • User Management pages and functions (create/edit system user, etc.)
  • Authorize other users to manage this campaign’ functions
  • Contacts Management functions
  • Email pages/functions
  • Fund Manager/Recipient approval

For more information about users and security profiles be sure to download our pdf Guide to Security Profiles and User Roles at this link.


 

Other Roles

Funds Manager / Recipient

The Funds Manager / Recipient is responsible for overseeing the receipt of the raised campaign funds on behalf of the campaign. In most cases, this individual is the contact person on record for the funds but does not receive the funds personally. Typically, the funds will go directly to a checking account held in the name of the entity that is running the campaign or a check will be mailed to the entity. The Funds Manager / Recipient and the recipient account details are submitted for each campaign by the Campaign Manager and the Funds Manager / Recipient details are then approved by a System Administrator. If the direct deposit option is chosen, the recipient account must also be vetted and approved by our funds processor and in the event that there is additional information needed or questions during the approval process, the Funds Manager / Recipient will be contacted.

License Manager

One of the unique features of IgniteCX is the built-in license management system. This system enables organizations to have an automated process for assuring that all logos and other branded images used in customized merchandise adhere to their required license management and royalty guidelines. Part of this process requires that all product designs that incorporate license managed images must be reviewed and approved by a designated License Manager. This License Manager is provided by the merchandise vendor who is also required to be listed as a licensed vendor by individual organizations and their respective licensing agency. If your organization is using the license management feature of the IgniteCX system, an additional step of requesting license approval will be required during the campaign creation process. Once the License Manager has reviewed and approved campaign artwork, an email will automatically be sent to the Campaign Manager and the campaign will then be able to be published.

Supporters

Supporters are individuals who an organization has previously identified as a supporter of the organization or an individual who has actively participated in supporting a campaign through IgniteCX either by making a donation and/or purchase. System Administrators and Campaign Managers can upload lists of Supporters to the Ignite CX system in order to more easily communicate and share their campaigns with that list.


Managing Users & Supporters

Add and Manage User Lists

Learn how to add multiple users at one time by uploading an Excel file. Also add users one at a time, assign each user a security profile and assign them the ability to edit specific campaigns and specific lists.