Team Collaboration Guide
Invite team members to collaborate on donation receipts. Assign roles to control access and keep your organization data secure.
How to invite team members
- Go to your organization's Team page from the sidebar
- Click the "Invite Member" button
- Enter the team member's email address
- Select their role (Admin or Member)
- Click Send Invitation
The invitee will receive an email with a link to join your organization. Invitations expire after 7 days.
Understanding roles
Admin
Full access to all features
Member
Day-to-day receipt operations
Managing your team
Changing a member's role
On the Team page, click the menu icon next to any member and select "Change to Admin" or "Change to Member". Only admins can change roles.
Removing a member
Click the menu icon next to any member and select "Remove". They will immediately lose access to your organization.
Revoking pending invitations
Pending invitations appear in a separate section. Click "Revoke" to cancel an invitation before it's accepted.
Best practices
Limit admin access to those who need to manage settings
Use member role for staff who only send receipts
Review team members periodically for departures
All plans include unlimited team members
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