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Adding users and permissions to your project
Adding users and permissions to your project

Multiple project user permissions / Adding a project admin

Updated over a week ago

Great news, you can now invite others to access your project admin and you can also choose what permissions they have.

User permission options

  1. Finance: Can view information about your project and download Gift Aid, Transaction and Payout reports.

  2. Promo and Comms: Can view promotional activity, manage comments, publish updates, email supporters and fundraisers as well as download marketing and rewards reports.

  3. Administrator: Has full edit and access rights for the project. Please liaise with all administrators when making project edits to ensure you don't overwrite each other's work accidentally.

Note: The person who started the project is always regarded as the Project Owner and is the only person that will receive email notifications regarding the project. The project owner remains responsible for any actions taken by project admins as per our terms of use relating to project owners.

There are two ways to give permission for others to access your project.

  1. When your project is still in draft mode - You can add administrators only.

  2. When your project is live - You can add an administrator, finance or comms and promo user.

Adding multiple users when your project is in draft

You can invite someone to be a project administrator when you create your project so that someone can help you create and run your project.

Steps

a. Click on basics and scroll to the bottom of the page where you see 'Add an Administrator'.

b. Add the person's email address and they will receive an email invite.

c. The user will need to click on the link in the email and create an account or login to gain access.

Adding multiple users when your project is live

Once you are live, you can invite others to be either an administrator, finance or a promo and comms user

Steps

a. Scroll to the manage users in your dashboard

b. Add the person's email address and select which permission/s you'd like them to have. Click save changes and they will receive an email invite.

c. The user will need to click on the link in the email and create an account or login to gain access.

Removing access

You can remove access by

  1. Navigate to the manager users of your dashboard

  2. Clicking the 'bin' icon next to the relevant email address

  3. Click save changes

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