Never share cause account access details.
Scenario 1: If the current cause primary user requires login details
As cause primary user, use the "Forgot password" option on the cause login page with the primary user email address. The cause username as well as a password reset link will be sent to your inbox.
Scenario 2: If the cause primary user needs to add an additional system user on the cause account
Login as cause primary user, select the "Settings" tab and click on "System users". Click on "Add user" and complete all fields. A password reset link and the cause username will be sent to the inbox of the new system user.
Scenario 3: If the current primary user needs to replace their details with those of a new primary user
Login as cause primary user, select the "Settings" tab and click on "System users". Click on "Edit" below “Primary User”, then complete all fields with the information of the new cause primary user. When done, log out and send a cause password reset notification, including the cause username, to the new primary user by using the "Forgot password" option on the cause login page with the new primary user email address.
Scenario 4: If no cause account login details are available and the current primary user details needs to be replaced with those of a new primary user
If the previous cause primary user is no longer available, send a request to GivenGain to make the cause primary user changes on your behalf. The letter should include the official letterhead of the organisation and the first name, last name and email address of the new primary user. Have the letter signed by an authorised board member and send a copy to email@example.com. The changes will be made and a cause password reset notification, including the cause username, sent to the new primary user via email.