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!
"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 permissions 🔒
Click on the toggles below to view full lists of access permissions for each 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.
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, and an additional Expired invite will be added if their invite is no longer valid. 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.
Changing a user's role 🔃
You can change an existing user's role and access permissions anytime.
Changes can only be made to roles and access permissions here. Please note that you cannot edit an existing user's name or email, as this information is managed directly by the user themselves via their own login.
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 the desired changes to the user's roles, including adding or removing roles. Click Save to confirm the changes. The user will not be notified of any changes to access permissions.
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.