Team Collaboration

Collaborate with
Your Team

Invite team members, assign roles, and work together on donation receipts with secure, role-based access control.

How it works

Get your team up and running in minutes.

1

Invite Members

Enter email addresses and select a role. Team members receive a secure invitation link.

2

They Join

Team members click the link, sign in or create an account, and they're in your organization.

3

Work Together

Collaborate on donations, receipts, and settings based on their assigned role.

Role-based permissions

Control what each team member can access and modify.

Admin

  • Full access to all features
  • Manage organization settings
  • Invite and remove team members
  • Update billing and subscription
  • Configure integrations
  • Delete the organization

Member

  • View and manage donations
  • Generate and send receipts
  • Import CSV donation data
  • View dashboard metrics
  • Access integrations (read-only)
  • View team members list

Team management features

Everything you need to collaborate effectively.

Easy Invitations

Invite team members by email. They receive a secure link to join your organization instantly.

Role-Based Access

Assign Admin or Member roles. Admins manage settings and team; members focus on donations and receipts.

Team Dashboard

See all team members, their roles, and when they joined. Manage your team from one place.

Pending Invitations

Track outstanding invitations and resend or revoke them as needed.

Role Updates

Promote members to admin or adjust roles as your team evolves.

Activity Tracking

See when team members joined and track organization activity over time.

Ready to collaborate?

Start inviting your team today. Unlimited members on all plans.

Unlimited team members on all plans
Secure email-based invitations
Admin and Member role options
Real-time team management
No extra cost per user
Works with SSO providers
Start Free Today