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User Management

Growfund includes a comprehensive user management system with multiple user roles, each with specific capabilities and dedicated dashboards. This guide explains how to manage users, roles, and permissions in your fundraising platform.

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Overview​

Growfund supports four primary user roles:

  • Administrator: Full access to all platform features
  • Fundraiser: Creates and manages campaigns (Pro feature)
  • Donor: Makes donations in Donation Mode
  • Backer: Makes pledges in Campaign Mode

Each user role has access to a dedicated dashboard with features specific to their role.

User Roles​

Administrator​

Administrators have full control over the fundraising platform.

Capabilities​

  • Manage all campaigns and donations
  • Review and approve/decline campaigns
  • Manage all users and roles
  • Configure plugin settings
  • View analytics and reports
  • Manage transactions and payments
  • Configure payment gateways
  • Manage funds (Pro feature)
  • Manage fundraisers (Pro feature)
  • Access all platform features

Dashboard Features​

  • Overview of all campaigns and donations
  • Analytics and reporting
  • Transaction management
  • User management
  • Settings configuration
  • Campaign approval/rejection
  • Fund management (Pro feature)
  • Fundraiser management (Pro feature)

Fundraiser (Pro)​

Fundraisers can create and manage their own campaigns. This role is available in the Pro version.

Capabilities​

  • Create campaigns
  • Edit own campaigns
  • Manage own campaign rewards (in Campaign Mode)
  • View own campaign analytics
  • Manage own pledges (in Campaign Mode)
  • Post campaign updates (Pro feature)
  • Add campaign collaborators (Pro feature)
  • View campaign performance metrics

Dashboard Features​

  • My Campaigns list
  • Create new campaign
  • Campaign analytics
  • Pledges management (Campaign Mode)
  • Backers list (Campaign Mode)
  • Campaign updates (Pro feature)
  • Profile management

Donor​

Donors make donations to campaigns in Donation Mode.

Capabilities​

  • Make donations
  • View donation history
  • View donation receipts
  • Update profile information
  • Bookmark favorite campaigns (Pro feature)
  • View donation overview (Pro feature)

Dashboard Features​

  • Donation history
  • Receipts and records
  • Profile settings
  • Favorite campaigns (Pro feature)
  • Donation overview (Pro feature)

Backer​

Backers make pledges to campaigns in Campaign Mode.

Capabilities​

  • Make pledges
  • View pledge history
  • View pledge receipts
  • Update profile information
  • Bookmark favorite campaigns (Pro feature)
  • Track reward fulfillment

Dashboard Features​

  • Pledge history
  • Receipts and records
  • Profile settings
  • Favorite campaigns (Pro feature)
  • Reward tracking

User Registration​

Registration Settings​

Configure user registration in Growfund > Settings > User Permissions:

  1. Enable Registration

    • Toggle user registration on/off
    • When enabled, users can register accounts from the frontend
    • When disabled, only admins can create accounts

  2. Email Verification (Pro)

    • Enable email verification for new registrations
    • Users must verify their email before accessing their dashboard
    • Reduces spam and improves security

  3. Default Role

    • Set the default role for new registrations
    • Options: Donor (Donation Mode) or Backer (Campaign Mode)
    • Fundraiser role must be assigned manually by admins

  4. Registration Requirements

    • Configure required fields for registration
    • Set password requirements
    • Configure terms and conditions acceptance

Registration Process​

  1. User Registration

    • User visits the registration page
    • User fills out registration form
    • User submits registration

  2. Email Verification (If enabled)

    • User receives verification email
    • User clicks verification link
    • Account is activated

  3. Account Activation

    • User can now log in
    • User is assigned default role
    • User can access their dashboard

User Management (Administrator)​

Viewing Users​

  1. Navigate to Users

    • Go to Growfund > Users (if available)
    • Or use WordPress Users > All Users
    • Filter users by role if needed

  2. User List

    • View all registered users
    • See user roles and status
    • View user activity and registration date

Creating Users​

  1. Navigate to Add New User

    • Go to WordPress > Users > Add New
    • Or click Add New from the user list

  2. Fill User Details

    • Enter username (required)
    • Enter email address (required)
    • Set password (or let WordPress generate one)
    • Select user role (Administrator, Fundraiser, Donor, Backer)
    • Fill optional profile information

  3. Create User

    • Click Add New User
    • User receives welcome email (if configured)
    • User can now log in with their credentials

Editing Users​

  1. Select User

    • Go to WordPress > Users > All Users
    • Click on the user you want to edit

  2. Edit User Information

    • Update email, password, or profile information
    • Change user role if needed
    • Update profile picture or biographical information

  3. Save Changes

    • Click Update User
    • Changes are saved immediately

Assigning Roles​

  1. Select User

    • Go to WordPress > Users > All Users
    • Click on the user

  2. Change Role

    • Find the Role dropdown
    • Select new role (Administrator, Fundraiser, Donor, Backer)
    • Click Update User

Note: Changing a user's role affects their access and capabilities. Be careful when changing roles.

Deleting Users​

  1. Select User

    • Go to WordPress > Users > All Users
    • Click on the user you want to delete

  2. Delete User

    • Click Delete at the bottom of the page
    • Choose what to do with user's content:
      • Delete all content: Removes all campaigns, donations, and data
      • Attribute all content to: Reassigns content to another user
    • Click Confirm Deletion

Warning: Deleting users is permanent. Ensure you have backups before deleting users with significant activity.

Fundraiser Management (Pro)​

If you're using Growfund Pro, you can manage fundraisers separately.

Creating Fundraisers​

  1. Navigate to Fundraisers

    • Go to Growfund > Fundraisers
    • Click Add New Fundraiser

  2. Select User

    • Choose an existing user to promote to fundraiser
    • Or create a new user and assign fundraiser role

  3. Configure Fundraiser

    • Set fundraiser profile information
    • Assign to specific funds (if using funds)
    • Set fundraiser permissions

  4. Save Fundraiser

    • Click Save Fundraiser
    • Fundraiser can now create campaigns

See Fundraisers for detailed fundraiser management.

User Permissions​

Permission Settings​

Configure user permissions in Growfund > Settings > User Permissions:

  1. Campaign Submission

    • Require admin approval for campaigns
    • Allow fundraisers to publish directly
    • Set campaign moderation requirements

  2. Anonymous Contributions (Pro)

    • Allow anonymous donations or pledges
    • Configure anonymous contribution settings
    • Set privacy requirements

  3. Contributor Comments (Pro)

    • Allow donors/backers to comment on campaigns
    • Configure comment moderation
    • Set comment requirements

  4. Fundraiser Settings (Pro)

    • Configure fundraiser permissions
    • Set fundraiser capabilities
    • Configure fundraiser management

Permission Configuration​

  1. Navigate to User Permissions

    • Go to Growfund > Settings > User Permissions

  2. Configure Permissions

    • Enable/disable features for each role
    • Set campaign submission requirements
    • Configure moderation settings

  3. Save Settings

    • Click Save Changes
    • Permissions are applied immediately

User Dashboards​

Each user role has access to a dedicated dashboard with role-specific features.

Accessing Dashboards​

  1. User Login

    • User logs in to WordPress
    • User is redirected to their role-specific dashboard

  2. Dashboard Navigation

    • Dashboard sidebar shows role-specific menu items
    • User can access features relevant to their role
    • User can update profile and settings

Dashboard Features by Role​

  • Administrator: Full access to all features
  • Fundraiser: Campaign management, analytics, pledges
  • Donor: Donation history, receipts, profile
  • Backer: Pledge history, receipts, profile

User Profiles​

Profile Management​

Users can manage their profiles from their dashboards:

  1. Access Profile

    • Navigate to Profile in the dashboard sidebar
    • Or click profile icon in the top navigation

  2. Edit Profile

    • Update name, email, and biographical information
    • Upload profile picture
    • Change password
    • Update notification preferences

  3. Save Changes

    • Click Save Profile
    • Changes are saved immediately

Profile Settings​

  • Personal Information: Name, email, bio
  • Profile Picture: Upload and manage avatar
  • Password: Change login password
  • Notifications: Email notification preferences
  • Privacy: Privacy and visibility settings

Best Practices​

User Management​

  • Regular Review: Periodically review user accounts and activity
  • Role Assignment: Assign appropriate roles based on user needs
  • Security: Enable email verification to reduce spam accounts
  • Permissions: Set appropriate permissions for each role
  • Documentation: Keep records of role assignments and changes

Fundraiser Management (Pro)​

  • Approval Process: Review fundraiser applications before approval
  • Training: Provide training on campaign creation for fundraisers
  • Monitoring: Monitor fundraiser activity and campaign quality
  • Support: Provide support for fundraisers when needed

Note: User management is a critical aspect of your fundraising platform. Proper role assignment and permissions ensure smooth operations and security.