How do user roles and permissions work?

There are three distinct types of permission levels that you can give users on an Account:

Team Member

Team Members are individual fundraisers for your organization and do not have access to the dashboard.

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.

Editor

This role gives edit access to Account and Campaign details, but no access to payout information.

  • Account Settings - Full access
  • Campaigns - Full access
  • Members - Full access
  • Donors - Full access
  • Chapters - Full access 
  • Payouts - No access

Admin

Full access to the Account.

  • Account Settings - Full access
  • Campaigns - Full access
  • Members - Full access
  • Donors - Full access
  • Chapters - Full access 
  • Payouts - Full access

Some important notes about setting roles & permissions:

  • Only admins can set roles.
  • Invite Users to your Account via email in the Account Settings "Users" tab, entering their email, clicking the drop-down arrow and selecting "Editor/Admin”, then pressing send.
  • 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. 

What's Next?

Learn how to add Team Members to your Campaigns

Did this answer your question?