Great news — you can invite others to help manage your campaign and choose the level of access they have.
You can assign different permission levels depending on what tasks someone needs to help with:
Finance
View financial details and download Gift Aid (if applicable), transaction, and payout reports.Promotions & Communications
Manage promotional activity, respond to comments, post updates, email supporters and fundraisers, and download marketing or rewards reports.Administrator
Full access to edit and manage the project. If multiple admins are making changes, be sure to coordinate to avoid overwriting each other’s updates.
Important:
The person who originally created the project is the Project Owner. Only the Project Owner will receive email notifications about the campaign and is ultimately responsible for all actions taken by other users, as outlined in our terms of use.
When Can I Add Other Users?
While your project is in draft:
You can add Administrators only.Once your project is live:
You can add users with Administrator, Finance, or Promo & Comms permissions.How to Add Users
If Your Project Is in Draft
You can invite someone to be an Administrator while you're building your project.
Steps:
Go to the Basics section in your dashboard.
Scroll to the bottom of the page and click Add an Administrator.
Enter the person’s email address — they’ll receive an invitation by email.
The user will need to click the link in the email and log in or create an account to access your project.
If Your Project Is Live
Once your project has launched, you can invite users with a wider range of permissions.
Steps:
Go to the Manage Users section in your dashboard.
Enter the person’s email address.
Select the permission level you'd like to give them (Administrator, Finance, or Promo & Comms).
Click Save Changes — they’ll receive an invitation by email.
The user will need to follow the link and log in or create an account to gain access.
How to Remove a User
You can revoke access at any time.
Steps:
Go to the Manage Users section in your dashboard.
Click the bin icon next to the relevant user’s email.
Click Save Changes to confirm.
Need a hand setting up permissions or managing your team?
Our support team is always happy to help.
📧 Email: [email protected]
#project manager