Team

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.

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.

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

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.

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.

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

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

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

Found a mistake? Is there a missing topic? Hard to read? Let us know