Control who has access to your CampSite database by creating and managing admin users. You may also revoke access either temporarily (by locking a user's account) or more permanently (by deleting their account).
Note: Only existing admin users with DB Management admin permission will have the ability to create and manage users as needed. To learn more about this permission setting, click here.
In this article, learn about:
Creating New Users
Creating a new user is a 2-step process:
- First, create the user's account.
- Then, configure the settings for their account.
To create a new user, go to Admin > DB Management > Users > +Add new user...
First, you'll be asked to set up their account credentials.
Provide the user's first and last name and their email address.
You can also preset their user permissions by selecting a user template, if applicable. To apply their permissions manually after creating the user, leave User template as None.
- The email address provided will be the one they use to login and also where CampSite notifications will be sent.
New User Account Setup
Upon submitting this modal, CampSite will automatically send the user the following email, which includes their username and a link to set up their account password/log in.
Please note: for security purposes, this link expires after 24 hours.
Upon clicking the link, the user will be directed to the password reset page:
After creating a password and submitting the page, the user will be logged into your database.
Managing the Settings for a User
Next, configure the settings for the new user's account.
- If you did not apply a User Template when creating the user, you must configure permissions manually. If you do not configure any permissions, the user will not be able to access any CampSite features upon logging in.
To access the settings for a user, double click the 3 dots icon to expand icon the settings their account. When you're creating a new user, their settings will expand automatically.
Permissions
Control what the user can see and do within CampSite by managing their permission settings.
By default, a new user will have no permissions (if a user template was not selected when creating the user). Without permissions, the user will not have access to anything upon logging in.
User permissions are grouped by CampSite module.
- Click on a module to view and select permissions to grant to this user.
- Click "Save Changes for This User" before leaving the page.
For detailed instructions on how to apply user permissions (including what each permission represents), please click here to read our Admin User Permissions article.
Please note: If the user is currently logged in while you make changes to their permissions, they must log out and log back in to see the new permissions take effect.
E-mail Notifications
Configure which email notifications the user receives.
Email notifications are grouped by module.
- Click the name of a module to view the associated email notifications.
- Select the desired notifications.
- Click "Save Changes for This User" before leaving the page.
First Page on Login
Determines which CampSite page the user is directed to immediately after logging in.
- Click the dropdown menu and select a page.
- Click "Save Changes for This User" before leaving the page.
Change password
Change the user's password.
- Enter the new password to apply to the user's account. Passwords must include the following:
- At least 8 characters
- 1 uppercase and 1 lowercase letter
- 1 number
- Click "Save Changes for This User" before leaving the page.
Note that admin users are able to change their passwords themselves. If an admin user forgot their password, they can reset it by clicking "Forgot password?" on your CampSite database login screen. Or, they can change their password while they're logged into CampSite, via the "My Profile" page.
Revoking/Reinstating a User's Access
To prevent a user from logging into your CampSite database, you may lock the user out of CampSite or delete the user's account.
Locking a user out of CampSite can be used to temporarily revoke the user's access (until you unlock them later), while deleting is used to permanently revoke the user's access.
Locking Out a User
If you need to temporarily prevent a certain user from logging into CampSite (e.g. seasonal employees during the off-season), use CampSite's lock feature to lock them out of your database.
Locked users will not be deleted from your database, but they won't be able to log into CampSite as long as their account is locked.
Find the user and double click the lock icon next to their last name.
Agree to lock the user's account by clicking OK.
The lock icon will turn to yellow when the user is locked out.
Note that locked users will not appear throughout the database when you're prompted to select users to include in a certain action (e.g. persons to BCC on an email; persons to share an advanced report with, etc.)
Unlocking a User
Double click the yellow lock icon to unlock a user.
You'll be asked to confirm, and upon doing so, the user's account will be unlocked. The user will then be able to log into your CampSite database as needed.
Delete a User
When you want to prevent a user from accessing your database permanently, delete the user's account.
Delete a user's account by double clicking the delete button on the right.
When a user is deleted, their account cannot be undeleted the same way you can unlock a locked account. However, if you delete someone by mistake, you may contact CampSite Support and request that we un-delete a user.
Again, deleted users will not appear throughout the database when you're prompted to select users for something (e.g. persons to BCC on an email; persons to share an advanced report with, etc.)
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