We have recently added a new “Team” feature that will allow you to invite other members of your organization to sign up for Donorbox in order to help you manage your Org account. This can also be helpful if you want to give accountants access to view your financials.
To access this feature, go to your Donorbox “Account” page, and click the “Team” button on the left-hand side.
From there, you simply have to fill out the form with the individual’s first and last name, as well as their email address, and an email invite will be sent out immediately! The invited user will then click a link in the email that will lead them to the sign-up page below:
An invited team member will 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 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).