---
title: How do I create new users on the GWD Customer Portal
description: This article goes through how you can add and edit users on the GWD portal
---

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# How do I create new users on the GWD Customer Portal

## This article goes through how you can add and edit users on the GWD portal

#### Skip to

 ⤵️**[1. Create Users](https://help.gwd.team/how-do-i-add-or-create-users-on-the-gwd-customer-portal#Create_User)**

 ⤵️ **[2. Edit Users](https://help.gwd.team/how-do-i-add-or-create-users-on-the-gwd-customer-portal#Edit_users)**

 ⤵️ [**3. Manage Users in an Organisation**](https://help.gwd.team/how-do-i-add-or-create-users-on-the-gwd-customer-portal#multi_organistation)

#### 🔶 **1. Create new users**

🔸If you are a portal admin you are able to set up new users.

🔸Select “Manage Users” from the navigation bar across the top of the page. From here you will be able to manage existing users or create new ones.

![GWD-portal-add-users](https://help.gwd.team/hs-fs/hubfs/DON%20Help%20Centre/Portal%20Images/GWD-portal-add-users.png?width=670&height=428&name=GWD-portal-add-users.png)

🔸Select “Add new user” on the right-hand side of the page above the existing user table

🔸Choose the Users Organisation, enter the new user’s email address (this will be their login username) and a password for them. They will need to change this manually after their initial log in.

🔸Confirm the password and add their first and last name

#### 🔶 **2. Select the user permissions**

![GWD-portal-add-user-4](https://help.gwd.team/hs-fs/hubfs/DON%20Help%20Centre/Portal%20Images/GWD-portal-add-user-4.png?width=670&height=464&name=GWD-portal-add-user-4.png)

**🔸Organisation**

The user will be able to view all reports of from their allocated organisation as well as all child organisations.

**🔸Is Admin**

The “Is Admin” tick box is automatically ticked. If you leave this ticked then the new user will have full access to view transaction data, personal data and create/manage users. Untick this selection if you do not wish the new user to have these administrative privileges and to open up additional user options.

**🔸Can view personal data**

If ticked, this option will allow the new user to view and download personal data reports as well as transaction data. If unticked, the only data the user will have access to is transactional.

🔸**Can edit configurations**

Users that can edit configurations, can view the current configuration for kiosks and edit them. If unticked, this user will not be able to update the user journey on your Donation Stations.

**🔸Can view all kiosks**  
If ticked, this option will allow the new user to view and download data for all kiosks in your organisation. If you untick this selection then you are able to select individual kiosks for the new user to view. Hold down Shift or Ctrl on your keyboard to select multiple kiosks.

🔸**Click save to create the new user.**

Credentials are not automatically sent to the new user. Pleaseprovide the new user their username and password, ensure that you advise them to change the password after logging in for the first time.

#### 🔶 **3. Manage Users in a Multi-Site Organisation**

**🔸**If you have multiple sites in your organisation, you can manage the users at any site and manage their permissions.

🔸In the Manage Users menu, select the site using the Organisation drop down. You will see users associated with that site.

![GWD-portal-select-site](https://help.gwd.team/hs-fs/hubfs/DON%20Help%20Centre/Portal%20Images/GWD-portal-select-site.png?width=670&height=361&name=GWD-portal-select-site.png)

🔸From here you can choose the permissions of that user for that site

⚠️ A user will have permission to view all reports of from their allocated organisation as well as all child organisations.

🔸 To edit a user's organisation, find the user select edit, choose their organisation and select save.

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    - [Troubleshooting Your Donation Station Pro](https://help.gwd.team/donation-station-pro?hsLang=en#troubleshooting-your-donation-station-pro)
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    - [Using the Donation Station Lite II](https://help.gwd.team/donation-station-lite-ii?hsLang=en#using-the-donation-station-lite-ii)
    - [Donation Station Lite II Connectivity](https://help.gwd.team/donation-station-lite-ii?hsLang=en#donation-station-lite-ii-connectivity)
    - [Donation Station Lite II Power](https://help.gwd.team/donation-station-lite-ii?hsLang=en#donation-station-lite-ii-power)
    - [Troubleshooting the Donation Station Lite II](https://help.gwd.team/donation-station-lite-ii?hsLang=en#troubleshooting-the-donation-station-lite-ii)
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    - [Using the Donation Station Lite](https://help.gwd.team/donation-station-lite?hsLang=en#using-the-donation-station-lite)
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    - [Looking after my Donation Station](https://help.gwd.team/optimise-your-fundraising?hsLang=en#looking-after-my-donation-station)
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