How do user roles and permissions work?

There are three distinct types of permission levels that you can give users on an Account: Admin, Editors, and Team Member

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
  • Integrations - Full access

Editor

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

  • Account Settings - Limited access
  • Billing - No access
  • Users - Limited access; cannot add or delete Admins or Editors
  • Campaigns - Full access
  • Members - Full access
  • Donors - Full access
  • Chapters - Full access
  • Payouts - No access
  • Integrations - No access

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.


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. Enter their email, click the drop-down arrow, and selecting 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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