Inviting your team & roles
Add colleagues, and choose who can do what.
Walkthrough video coming soon
A short screen-by-screen video for this guide is on the way.
On the Team page you can invite teammates so more than one person can help run your account. Every member can do the everyday work — build forms, run campaigns, view donors and reports, and take in-person gifts.
Owners vs. members
There are two roles. Owners have full access. Members can do everything above, but not the sensitive or irreversible actions — refunding gifts, canceling recurring donations, inviting or removing teammates, connecting or disconnecting integrations, or deleting the account. Those are owner-only.
New teammates you invite join as members. An owner can promote someone to owner (or change them back) right on the Team page using the role dropdown next to their name. Your account always keeps at least one owner.