How can I add someone to my Fundraise Up team?

To add a member of your team to the Fundraise Up platform, login to your Fundraise Up account, click on your organization's name, choose Settings, select Team, and hit the Invite User button.

Part of the invitation process is selecting the role of the user.  Once you fill this information out the new team member will be emailed with login instructions and a temporary password that they will be prompted to change on initial login. In addition, if two-factor is required, they will be required to set up two-factor authentication.

Only Organization Administrators has the ability to add a team member.

For more information on what access each user role has, please visit our Setting User Roles article