Donorbox’s Team feature allows nonprofits to add users as Admins or Members to access their Donorbox dashboard and help manage their account. This can also be helpful if you want accountants to view your financials. Read on for a step-by-step look at how to add teammates to your Donorbox account.
Donorbox’s Team feature allows you to invite other users to access your Donorbox account. You can choose to add them as Admin users, which gives them access to your entire account, or Member users who have limited access. This is also a great feature if you want to add your accountant for streamlined bookkeeping.
Log into your Donorbox account. Click on the “Account” tab, as shown. Then, click the “Team Management” button on the left.
Click “Invite” then fill in the details of the user you want to invite – their name and email address. Here you can set their role as either Admin or Member.
Admin users will have access to your entire account, including the ability to add new users, create and delete campaigns, and edit your payment processors. For Member users, you can customize which campaigns they have access to.
Note: You can invite up to five users on the Donorbox Standard plan, ten users on the Pro plan, and thirty users on the Premium plan. Learn more about our pricing plans here.
Click “Invite.” An email invite will be sent out immediately!
The invited user will follow the link in the email, which will lead them to the sign-up page below:
Once the team member has signed up, they will be taken directly to your Donorbox account.
Back on the Team Management page of your Donorbox account, you can access the list of users connected to your organization, as well as their email address, the date they were invited, and the date and time of their last access.
You can also remove teammates here.
It’s that simple! Adding more users streamlines your team’s workflow by giving them more autonomy. Rest easy knowing you can update user access at any time.
Your Donorbox plan dictates how many teammates you can ultimately have on your account. The Standard plan can have five users, the Pro plan can have ten, and the Premium plan can have thirty. Learn more about our pricing and see all the benefits included in our Pro and Premium plans!
You can learn more and read FAQs about your Donorbox account here. For fundraising tips and how-tos, check out the rest of our Nonprofit Blog.
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Laura Catanese