Logging In and Managing Users

Thrive is a web-based application, so there is nothing to install. You can access it from any modern web browser using the login details provided by your administrator.

Once you have signed in, a welcome panel lists the Thrive modules. Modules you have access to appear as active, underlined links. Modules shown in grey (in the example below, Volunteering, Donation Management and School Outreach) are not enabled for your account.

Figure 1 The welcome panel, listing available modules and account options

Two modules are most relevant to day-to-day use:

Social Impact Module: the main working area, covering projects, metrics, estimates, reporting and more.
Admin Module: for managing users and permission levels.

Below the module list you will also find links to Change my password, view the Password policy, and Log out.

Managing users in the Admin Module

Opening the Admin Module shows a list of the users in your account. The menu along the top of the screen filters the list by user type.

Figure 2 The Admin Module, showing the list of active administrators

Menu item	What it shows
Active Users	All active users in the account.
Full Administrators	Users with full access to the modules assigned to them.
Restricted Administrators	Users with a restricted level of access.
Read Only Administrators	Users who can view, but not change, information.
Data Collectors	Users who enter data against the metrics assigned to them.
Deleted Users	Users who have been removed from the account.
Field Management	Merge entries in custom fields

For each user, the list shows their name, email address, user type, the modules they can access and the date they last logged in. Select Edit to change a user's details, or Add User at the bottom of the list to create a new one. The Configure password policy link underneath the list sets the password rules for your account.

Selecting Add User or Edit opens the Add or edit system administrator screen.

Figure 3 The Add or edit system administrator screen

Field	What to enter
Full name	The user's first name and surname.
Email address	The email address the user will log in with.
Associated Organisation	Is the user internal or external to your organisation.
Modules they can access	Tick MEASUREMENT for access to the Social Impact module, and ADMIN if the user should be able to set up and edit other users.
Access level	The user's level of access, for example Full, Restricted or Read Only.
Account status	Whether the account is active.

Select Save Record to save the user, or Return to Admin List to go back without saving.

Tip Only give the ADMIN module to people who need to manage other users. Most users only need MEASUREMENT.