Team

From the Team page in your Dashboard settings, you can add users to your Fundraise Up account, assign roles, and manage 2FA settings. There is no limit on the number of users you can add to one Fundraise Up account.

Adding users

To add a user to your account, go to the Team page and select Invite user. You can then input the details of the user you want to invite to the account and set their user role, described in more detail below. Invited users will receive an email with login details.

User roles

You can assign specific roles to users to limit their access to platform features. Typically, we recommend assigning the lowest possible level of permissions that a user requires to fulfill their function. This reduces the number of users who have extensive administrative access to the platform.

In Fundraise Up, there are 6 types of user. Every user belongs to one of these categories.

Organization Administrator

This role is for the account owner or anyone who needs similar access — they can see and manage almost everything.

Campaign Administrator

This role is useful for users who are responsible for managing campaigns, donations, and supporters, but who should not have access to account-level settings.

Configuration Manager

This role is useful for users who are responsible for creating and managing Campaign and Elements, but who should not see Donation or Supporter information that includes PII.

Support Specialist

This role is useful for users who are responsible for managing donation and supporter records

Virtual Terminal Specialist

This role is useful for users who should only have access to Virtual Terminal.

View only

This role is useful for users who should be able to see all areas of the platform but not be able to make changes.

Two-factor authentication

Two-factor authentication (2FA) is an optional feature that protects Fundraise Up accounts with an additional layer of security, which helps keep your account and supporter information safe. Currently, Fundraise Up supports 2FA using SMS and authenticator apps. If 2FA is enabled for a user that means that, in order to log in to their account, that user will have to either enter a code sent to their mobile device via SMS or a code generated in an authenticator app of their choice.

Making 2FA required for all users

2FA can be enabled for individual users or required for all users by an Organization Administrator. To require 2FA for all users, an Organization Administrator must first enable 2FA for their own account. Once this step is complete, 2FA can be made required from this page.

If you make 2FA required, all users who don’t already have 2FA set up will be automatically logged out of their Fundraise Up account. In order to log back in, they will have to set up 2FA using their preferred verification method.

You can see which of your organizations’ users has 2FA set up in the team member table, in the 2FA column.

Resetting 2FA

When needed, 2FA can be reset for account users by selecting the Reset 2FA option in the three-dot menu next to each user listed on the Team page. If 2FA is optional in your organization, this will simply remove 2FA from that account. If 2FA is required for all users in your organization, the user whose 2FA is reset will be logged out from their Fundraise Up account automatically, and will have to set up 2FA again to log back in.