Inviting Team Members & Roles

Roles overview

• Owner — full access, billing, can transfer ownership. One per organization.
• Admin — full access except billing changes and ownership transfer.
• Collaborator — can manage campaigns, donors, and compliance but cannot change settings or invite others.
• Viewer — read-only access. Useful for board members and accountants.

Inviting someone

1. 1
   Go to Team

   Sidebar → Team. Click Invite Member.

2. 2
   Enter their email and role

   They get an email with a secure link. The link is single-use and expires in 7 days.

3. 3
   Re-send if needed

   If they didn't get the email, click the three-dot menu next to their pending invite and Resend.

Two-factor authentication

Owners can require 2FA for the entire organization in Settings → Security. When enabled, every team member must enroll an authenticator app at next login. Recovery codes are generated at enrollment — print and store them somewhere safe.

Removing or disabling members

Click the three-dot menu next to a member to:

• Change their role
• Disable their access (preserves their activity history)
• Permanently delete (only available if they have no audit trail entries)

Transferring ownership

Settings → Organization → Transfer Ownership. The new owner must already be on the team and must accept the transfer via an email confirmation. After transfer, the old owner becomes an Admin.