How to manage account users

Learn about user permissions, as well as how to add, edit or delete users with admin or editor status.

Alyssa avatar
Written by Alyssa
Updated over a week ago

Users are the administrators and editors that manage Givebutter accounts. Admins can access everything on an account, and editors have restricted access. You can add as many users to an account as you like – we do not limit the number of users you can add on a single account! Skip to the bottom of the page for a full list of access permissions.

Team members (individual fundraisers on a specific campaign), are not account users as they do not have access to your dashboard – check out our collection of team-related articles!

Adding a user ➕

  • Navigate to the Account tab in the left-hand menu bar and select Users.

  • Type the new user’s email into the invite box.

  • Select from the drop-down to choose Admin or Editor.

an arrow points to roles
  • Press Send Invite. This will send an email invitation to the new user so they can join the account. 🤗

Invitations are good for 72 hours. Under the list of active users, you will see a list of pending invitations. If you need to re-invite someone, just enter their email address, and send a new invite.

Changing a user's role 🔃

  • Go to the Account tab on the lefthand sidebar menu.

  • Select Users from the lefthand sidebar menu.

  • Click the drop-down next to the user’s name that shows their current role.

  • Select the role you’d like them to have.

example of changing roles

Warning: If you change yourself from an admin to an editor, you will not be able to change yourself back!

Deleting a user 🗑

  • Go to the Account tab on the lefthand sidebar menu.

  • Select Users from the lefthand sidebar menu.

  • Click the trash button on the right side to delete a user.

an arrow points to the trash icon

Access permissions by user type 💻

Admin – full access to the account

  • Account Settings - Full access

  • Campaigns - Full access

  • Contacts - Full access

  • Transactions - Full access

  • Recurring Plans - Full access

  • Tickets - Full access

  • Payouts - Full access

  • Integrations - Full access

  • Add offline donations: Yes

Editor – 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 page)

  • Campaigns - Full access

  • Contacts - Full access

  • Transactions - Full access

  • Recurring Plans - Full access

  • Tickets - Full access

  • Payouts - No access

  • Integrations - No access

  • Add offline donations: Yes

FAQ 🤔

I sent an invite to someone, but they weren't added to the account.

This can happen if you send an invite to a new user, and accept the invite from the same computer, without logging out first. Send a new user invite, and then open the invite link in a new, incognito/private browser window.

I don't have access to the Payouts page, or I'm getting a 401 error.

You're probably an editor! Only admins can access this. You'll need to either request that they change you to an admin, or access the Payouts page themselves.

I somehow changed myself to an editor, but this is my account!

Please contact our support team! If we can see that you created the account, we should be able to change you back to an admin.

I have a personal profile on a specific campaign, am I a user?

No, you're a team member! You don't have access to any of the account settings, but you can manage your personal team member page.


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