Team Collaboration & Role Management
1. Invite Team Members
- •Easily invite colleagues from your organization to join your fundraising team.
- •Enter their email address and assign a role (Admin or Editor) during the invite process.
- •Invitations are sent instantly, allowing new members to start collaborating right away.
2. Role Management
- •Assign roles based on responsibilities:
- oAdmin: Full access to manage team and organization settings.
- oEditor: Limited access focused on campaign creation and performance tracking.
- •Admins can add or remove team members at any time.
- •Role changes can be made directly from the team dashboard.
3. Shared Campaign Access
- •All team members can view every campaign associated with your organization.
- •This ensures transparency and alignment across fundraising efforts.
- •Team members can monitor campaign progress, donor activity, and performance metrics.
4. Admin Capabilities
- •Admin users have full control over organizational settings.
- •They can add new team members, edit organization details, and create fundraisers.
- •Admins also manage permissions and oversee campaign strategy.
5. Editor Capabilities
- •Editors can create new fundraisers and customize campaign pages.
- •They have access to view donation stats, campaign performance, and donor lists.
- •Editors cannot modify organization settings or manage team roles.
Benefits of Team Collaboration
Streamlined workflow
Everyone works from the same dashboard.
Clear permissions
Roles ensure accountability and prevent unauthorized changes.
Scalable teamwork
Easily grow your fundraising team as your organization expands.