You can add teammates to your organisation and give each one a role. A role controls what that person can see and do, from full access down to a single fundraiser managing their own page. Access is set per organisation, so the exact permissions attached to a role can differ between organisations.
Before you start
You need permission to manage users and roles (navigate to Account → List of Users and Account → Roles).
Add a teammate
Go to Account → List of Users.
+ Add User and enter their details.
Choose the role that fits what they need to do, then Invite.
Manage roles
Go to Account → Roles to review the roles available to your organisation.
You can edit a role's permissions right in this dashboard. Click the edit/gear button on the side of the role, then tick the permissions on its checklist.
Next, you can edit their permissions directly by clicking their existing checklist.
Roles
The dashboard recognises these roles.
Role | Typical use |
Admin | Accesses all items the super admin enables. |
Fundraiser | Accesses their own fundraiser page and campaign. |
Staff Fundraiser | Assists with organization campaigns and fundraiser management. |
How permissions work
Permissions are grouped by area (for example Campaigns, Funds, Fundraisers, Teams, Donors, Reporting, Settings) and, within each, by what a person can do. They can read, create, or edit. Because access is granted per organisation, two organisations can give the same role different access.
Good to know
Super Admin and other platform-level areas are hidden from ordinary users.
If a teammate can't see a menu item, it's usually because their role hasn't been granted that area.