How do user roles and permissions work?

There are three user roles with differing permission levels for users of a Givebutter account: Admin, Editor, and Team Member.

Admin

Full access to the Account.

  • Account Settings - Full access

  • Campaigns - Full access

  • Contacts - Full access

  • Transactions - Full access

  • Recurring payments - Full access

  • Tickets - Full access

  • Payouts - Full access

  • Integrations - Full access

  • Add Offline Donations: Yes

  • Chapters - Full access

Editor

This role gives editing access to Account and Campaign details, but limited or no access to payouts, users, account billing and integration information.

  • Account Settings - Limited (no access to Users or Billing)

  • Campaigns - Full access

  • Contacts - Full access

  • Transactions - Full access

  • Recurring payments - Full access

  • Tickets - Full access

  • Payouts - No access

  • Integrations - No access

  • Add Offline Donations: Yes

  • Chapters - Full access

Team Member

Team Members are individual fundraisers for your organization and do not have access to the Givebutter Dashboard. If invited, they have access to edit their individual fundraiser page.

  • My Profile/Photo

  • Goal

  • Story

Givebutter makes it easy for Team Members to get credit for donations by generating a custom link for each member after joining a campaign. Any donations made on a Team Member's Trackable Link will automatically get tracked back to them. Check out our step-by-step guide on adding Team Members.


Some important notes about setting roles & permissions:

  • Only Admins can set user roles.

  • Invite Users to your account via email in the Account Settings, Users tab. Enter their email address, click the drop-down arrow, and select Editor/Admin. Press send invite.

  • You can change someone's role by selecting them in the Account Settings, Users tab, clicking the drop-down arrow, and selecting "Editor/Admin” or the Trash button to delete them. 


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