With our expanded range of user options, you can effectively and securely provide different levels of Givebutter account access for your organization. You can add as many users to your Givebutter account as you like, as well as limit users to specific campaigns on your account.
"Team members" are not considered account users as they do not have access to your dashboard – check out our collection of team-related articles!
Preset user roles 🧩
Our selection of preset roles allows you to easily control who has permission to access specific features in your account, minimizing security issues and encouraging collaboration. Below is a chart showing some of the main access permissions across role types, but you can also see a full list for each role.
| Admin | Finance | Campaign Editor | CRM Manager |
Create/edit campaigns | ✅ | ✖️ | ✅ | ✖️ |
View transaction details | ✅ | ✅ | ✅ | ✅ |
Issue refunds | ✅ | ✅ | ✖️ | ✖️ |
Edit/delete contact information | ✅ | ✖️ | ✅ | ✅ |
View/manage payout settings | ✅ | ✅ | ✖️ | ✖️ |
Add/remove account users | ✅ | ✖️ | ✖️ | ✖️ |
Export data/reports | ✅ | ✅ | ✅ | ✅ |
Use outbound Engage features | ✅ | ✖️ | ✅ | ✅ |
Access/edit integrations | ✅ | ✅ | ✖️ | ✖️ |
Access to the mobile app | ✅ | ✖️ | ✅ | ✖️ |
Access permissions 🔒
Click on the toggles below to view full lists of access permissions for each preset role type.
Administrator
Administrator
Complete platform access for trusted team leaders. Full access to the entire account.
Campaigns
• View campaigns: ✔️
• Create and edit campaigns: ✔️
• Delete campaigns: ✔️
Donations
• View donations: ✔️
• Process donations (Offline & Terminal): ✔️
• Refund donations: ✔️
• View pledges: ✔️
• Edit pledges: ✔️
Contact Management
• View contact information: ✔️
• Edit contact information: ✔️
• Delete contact records: ✔️
Financial Data
• View payouts: ✔️
• Manage payouts: ✔️
• Edit payout settings: ✔️
User Management
• View users: ✔️
• Add/remove users: ✔️
• Edit user permissions: ✔️
Content Management
• Edit campaign content: ✔️
• Manage email templates: ✔️
Events
• Create and edit events: ✔️
• Manage event registrations: ✔️
Reports & Transactions
• View Transactions page: ✔️
• Export data: ✔️
• Create custom reports: ✔️
Settings
• All Account Settings: ✔️
• Settings > Integrations: ✔️
• Settings > Users: ✔️
• Settings > About & Account: ✔️
• Settings > Imports: ✔️
Communication (Engage)
• Send donor communications: ✔️
• Manage communication settings: ✔️
Finance
Finance
Restricted access. Limited to transactional data, managing payouts, processing refunds, and viewing financial reports.
Campaigns
• View campaigns: ✔️
• Create and edit campaigns: ❌
• Delete campaigns: ❌
Donations
• View donations: ✔️
• Process donations (Offline & Terminal): ✔️
• Refund donations: ✔️
• View pledges: ✔️
• Edit pledges: ✔️
Contact Management
• View contact information: ✔️
• Edit contact information: ❌
• Delete contact records: ❌
Financial Data
• View payouts: ✔️
• Manage payouts: ✔️
• Edit payout settings: ✔️
User Management
• View users: ❌
• Add/remove users: ❌
• Edit user permissions: ❌
Content Management
• Edit campaign content: ❌
• Manage email templates: ❌
Events
• Create and edit events: ❌
• Manage event registrations: ❌
Reports & Transactions
• View transactions page: ✔️
• Export data: ✔️
• Create custom reports: ✔️
Settings
• All Account Settings: ❌
• Settings > Integrations: ✔️
• Settings > Users: ❌
• Settings > About & Account: ✔️
• Settings > Imports: ❌
Communication (Engage)
• Send donor communications: ❌
• Manage communication settings: ❌
Campaign Editor
Campaign Editor
Creates and manages campaigns and events.
Campaigns
• View campaigns: ✔️
• Create and edit campaigns: ✔️
• Delete campaigns: ✔️
Donations
• View donations: ✔️
• Process donations (Offline & Terminal): ✔️
• Refund donations: ❌
• View pledges: ✔️
• Edit pledges: ✔️
Contact Management
• View contact information: ✔️
• Edit contact information: ✔️
• Delete contact records: ✔️
Financial Data
• View payouts: ❌
• Manage payouts: ❌
• Edit payout settings: ❌
User Management
• View users: ❌
• Add/remove users: ❌
• Edit user permissions: ❌
Content Management
• Edit campaign content: ✔️
• Manage email templates: ✔️
Events
• Create and edit events: ✔️
• Manage event registrations: ✔️
Reports & Transactions
• View transactions page: ✔️
• Export data: ✔️
• Create custom reports: ❌
Settings
• All Account Settings: ❌
• Settings > Integrations: ❌
• Settings > Users: ❌
• Settings > About & Account: ❌
• Settings > Imports: ❌
Communication (Engage)
• Send donor communications: ✔️
• Manage communication settings: ✔️
CRM Manager
CRM Manager
Oversees complete donor database and relationship tools. Access to all donor information and Engage features.
Campaigns
• View campaigns: ✔️
• Create and edit campaigns: ✔️
• Delete campaigns: ❌
Donations
• View donations: ✔️
• Process donations (Offline & Terminal): ✔️
• Refund donations: ❌
• View pledges: ✔️
• Edit pledges: ❌
Contact Management
• View contact information: ✔️
• Edit contact information: ✔️
• Delete contact records: ✔️
Financial Data
• View payouts: ❌
• Manage payouts: ❌
• Edit payout settings: ❌
User Management
• View users: ❌
• Add/remove users: ❌
• Edit user permissions: ❌
Content Management
• Edit campaign content: ❌
• Manage email templates: ✔️
Events
• Create and edit events: ❌
• Manage event registrations: ❌
Reports & Transactions
• View transactions page: ✔️
• Export data: ✔️
• Create custom reports: ✔️
Settings
• All Account Settings: ❌
• Settings > Integrations: ❌
• Settings > Users: ❌
• Settings > About & Account: ❌
• Settings > Imports: ✔️
Communication (Engage)
• Send donor communications: ✔️
• Manage communication settings: ✔️
Adding a user ➕
Go to the Settings page, located in the left sidebar menu. Select Users from the tabs at the top of the page, and click the Invite user button.
Enter the new user's first name, last name, and email address. Check the relevant boxes for the roles you want to enable. For a full breakdown of all preset user roles, please see our full list of access permissions.
If you wish to limit a user's role and access permissions to one or more specific campaigns, select campaigns from the dropdown under Limit access to selected campaigns. (You can configure this role now, or after an invite is accepted – these settings can be changed at any time.)
If you wish to allow access to all future campaigns, check the Allow access to future campaigns box. Leave this unchecked if you'd like to allow access only to previous campaigns or specific campaigns.
Users with access to a specific campaign (or campaigns) will only be able to see information and data related to that campaign on the following pages:
Campaigns
Transactions
Payouts
Click Send invite. This will send an email invitation to the new user so they can join the account. When individuals are invited to your account, they will be listed on your Users page alongside their assigned role(s).
Invites 📫
Once sent, invitations are valid for 72 hours. Users who haven't accepted their invite yet will be displayed on your Users page with the badge Pending invite. If their invite is no longer valid, an additional badge saying Expired invite will be displayed.
If you need to re-invite someone, click the three dots [...] on the right side of the user and select Resend invite.
If you wish to edit a user's invite before resending it, click the three dots [...] on the right side of the user and select Edit invite. Make the necessary changes, and click Re-send invite when you're done.
To delete a pending invite, click the three dots [...] on the right side of the user and select Delete invite.
Changing a user's access 🔃
You can change an existing user's role and access permissions anytime, including adding or removing access to specific campaigns on an account.
Go to the Settings page, located in the left sidebar menu, and select Users from the tabs at the top of the page.
Click the three dots [...] next to the user whose permissions or role you'd like to change. Click Edit.
Make changes to the user's roles, including adding or removing roles and campaign access. Click Save to confirm the changes. The user will not be notified of any changes to access permissions.
After a user has been created, you can edit any of their access permissions, but you cannot edit their name or email address. You have two options if this information needs updating:
The user can update their name or email address themselves on their My Profile page. They must be logged in to do so.
An admin can delete the user and reinvite them with updated information.
Deleting a user 🗑
Deleting a user will remove them from the account and revoke all access. If necessary, deleted users can be re-invited at a later date.
Go to the Settings page, located in the left sidebar menu, and select Users from the tabs at the top of the page.
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, 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.
If you're getting an error and can't access the Payouts page, it's possible you don't have admin status and may be an editor or another role. You'll need to either request that they change you to a role with Payout access or access the Payouts page themselves.
I somehow changed myself to an editor, but this is my account!
Please contact our support team for assistance.
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 account settings, but you can manage your personal team member page.