Home
Get started
Profile settings

User roles

Learn how to add users and assign roles in your Fundraise Up account.

Your team in Fundraise Up can include multiple users with different permissions for specific tasks.

Organizations can invite as many teammates as needed, since Fundraise Up does not charge per seat. However, by default, you can add up to 50 users. To increase this limit, contact Fundraise Up support.

Add users

 

To add a user to your account:

  1. Go to Settings > Team.
  2. Click Invite user.
  3. Enter the user’s email address, first name, and last name.
    Invite a teammate form with fields for email address, first name, last name, and role selection, including options like Organization Administrator and Campaign Administrator. A list of team members with last login dates is visible on the left.

  4. Select a user role (see details below).

Invited users receive an email with login instructions.

Only Organization Administrators can add, remove, or manage users.

Review user activity

 

The Team page shows when each user last signed in to the . Use this to find inactive and remove access for users who no longer need it.

The Last login column shows the date of each user's most recent Dashboard activity along with the city and country based on their IP address (for example, "Madrid, Spain").

User roles

 

You can assign specific roles to users to control their access to Fundraise Up. We recommend granting the lowest level of permissions needed for each person’s responsibilities. This helps limit the number of team members with full administrative access to your account.

There are 7 user roles in Fundraise Up:

  • Organization Administrator
  • Campaign Administrator
  • Configuration Manager
  • Support Specialist
  • Specialist
  • Tap to Donate Specialist
  • View only

Organization Administrator

 

This role is for the account owner or anyone who needs full access to manage all areas of Fundraise Up.

Permissions
✅  Can view and modify all areas of the platform
✅ Has access to all account-level settings in the Dashboard
✅ Can connect and disconnect payment processors
✅ Can connect and disconnect integrations
✅ Can add and remove users
✅ Can accept in-person donations through the Fundraise Up mobile app (Tap to Donate and Giving Station)
❌ Cannot close the account (contact Fundraise Up support to request account closure)
View user role details

Campaign Administrator

 

This role is for users responsible for , donation, and management, but who should not have access to account-level settings.

Permissions
✅ Can view and modify Insights, donations, campaigns, Elements, Fundraisers, recurring plans, supporters, and exports
✅ Has access to selected account-level settings: designations, questions, tributes, and installation
✅ Can accept in-person donations through the Fundraise Up mobile app (Tap to Donate and Giving Station)
❌ Cannot connect or disconnect payment processors
❌ Cannot connect or disconnect integrations
❌ Cannot add or remove users
❌ Cannot close the account
View user role details

Configuration Manager

 

This role is for users who create and manage campaigns and but should not have access to donation or supporter details such as names, emails, or payment information.

Permissions
✅ Can view and modify campaigns and Elements
✅ Has access to selected account-level settings: Campaigns, Designations, Questions, Tributes, Installation, and Analytics tools
✅ Can accept in-person donations through the Fundraise Up mobile app (Tap to Donate and Giving Station)
❌ Cannot connect or disconnect payment processors
❌ Cannot connect or disconnect integrations
❌ Cannot add or remove users
❌ Cannot close the account
View user role details

Support Specialist

 

This role is for users who manage donation and supporter records.

Permissions
✅ Can view and modify donations, Fundraisers, recurring plans, and supporters
✅ Can process donations using the Virtual Terminal
❌ No access to account-level settings in the Dashboard
❌ Cannot create, edit, or assign tags to campaigns
❌ Cannot connect or disconnect payment processors
❌ Cannot connect or disconnect integrations
❌ Cannot add or remove users
❌ Cannot close the account
View user role details

Virtual Terminal Specialist

 

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

Permissions
✅ Can process donations using the Virtual Terminal
❌ No access to account-level settings in the Dashboard
❌ Cannot create, edit, or assign tags to campaigns
❌ Cannot connect or disconnect payment processors
❌ Cannot connect or disconnect integrations
❌ Cannot add or remove users
❌ Cannot close the account
View user role details

Tap to Donate Specialist

 

This role is for staff members and volunteers who accept in-person donations with Tap to Donate on a phone or Giving Station on a tablet. Tap to Donate Specialists have no access to the Dashboard beyond their own profile settings. The Organization Administrator chooses which campaigns each specialist can access in the app.

For more about the app and its modes, see Fundraise Up app for in-person donations.
Permissions
✅ Can accept in-person donations with Tap to Donate on a phone
✅ Can run a Giving Station
✅ Can edit personal profile settings
✅ Can accept donations only on campaigns the Organization Administrator has granted access to
✅ Can review the donations they accepted in the app
✅ Can edit supporter contact details on donations they accepted in the app
❌ Cannot view donations or supporter records in the Dashboard
❌ Cannot access the Dashboard beyond personal profile settings
❌ Cannot access account-level settings
❌ Cannot add or remove users
View user role details

View only

 

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

Permissions
✅ Has view-only access to all areas of the platform
✅ Can save personal views on listings
❌ No access to account-level settings in the Dashboard
❌ Cannot create, edit, or assign tags to campaigns
❌ Cannot connect or disconnect payment processors
❌ Cannot connect or disconnect integrations
❌ Cannot add or remove users
❌ Cannot close the account
A user with the View only role can download previously generated export files, but cannot generate new exports.
View user role details
If you see the message “Your user role does not permit you to do this” even though your role includes that permission, log out of the Dashboard, clear your browser cache, and log back in.