We have recently added a new Team feature, which will allow you to invite your other team members to access your Donorbox account. It gives them limited access to your dashboard, to help share the task of managing your Donorbox account. This can also be helpful if you want to give accountants access to view your financials.
Step 1
Log into your Donorbox account. Click on the Account link, as shown. Then, click the Team button on the left.
Step 2
Fill in the details of the team member that you want to invite – their name and email address. Click Invite. An email invite will be sent out immediately! The invited user will follow the links in the email, which will lead them to the sign-up page below:
Once the team member has signed up, they can use the Org Login link on the Donorbox homepage to log into your organization account.
Team members will have full edit access to campaigns, donation forms and donations. But they will not be able to update Stripe or PayPal, close your Donorbox account or invite new team members to join.
Back on the Team 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 their status (whether they have accepted the invitation, or if it is still pending).
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