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:
- Go to Settings > Team.
- Click Invite user.
- Enter the user’s email address, first name, and last name.
- Select a user role (see details below).
Invited users receive an email with login instructions.
Review user activity
The Team page shows when each user last signed in to the Dashboard. Use this to find inactive accounts 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 6 user roles in Fundraise Up:
- Organization Administrator
- Campaign Administrator
- Configuration Manager
- Support Specialist
- Virtual Terminal 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) |
| ❌ Cannot close the account (contact Fundraise Up support to request account closure) |
Campaign Administrator
This role is for users responsible for campaign, donation, and supporter 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) |
| ❌ Cannot connect or disconnect payment processors |
| ❌ Cannot connect or disconnect integrations |
| ❌ Cannot add or remove users |
| ❌ Cannot close the account |
Configuration Manager
This role is for users who create and manage campaigns and Elements 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) |
| ❌ Cannot connect or disconnect payment processors |
| ❌ Cannot connect or disconnect integrations |
| ❌ Cannot add or remove users |
| ❌ Cannot close the account |
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 |
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 |
Tap to Donate Specialist
This role is for staff members and volunteers who accept in-person donations using the Fundraise Up mobile app. Tap to Donate Specialists have no access to the Dashboard beyond their own profile settings. The Organization Administrator chooses which campaigns each Tap to Donate Specialist can access in the app.
| Permissions |
|---|
| ✅ Can accept in-person donations using the Fundraise Up app |
| ✅ Can edit personal profile settings |
| ✅ Can accept donations only on campaigns the Organization Administrator has granted access to |
| ❌ Cannot access the Dashboard beyond personal profile settings |
| ❌ Cannot view existing donations or supporter records |
| ❌ Cannot access account-level settings |
| ❌ Cannot add or remove users |
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 |