How do user roles and permissions work?
There are three user roles with differing permission levels for users of a Givebutter account: Admin, Editor, and Team Member.
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
Chapters - Full access
Editor - this role gives 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)
Campaigns - Full access
Contacts - Full access
Transactions - Full access
Recurring Plans - No access
Tickets - Full access
Payouts - No access
Integrations - No access
Add Offline Donations: Yes
Chapters - Full access
Team Member - individual fundraisers for an organization and do not have access to the Givebutter Dashboard.
If invited, they have access to edit their individual fundraiser page.
My Profile/Photo
Goal
Story
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.
Some important notes about setting roles & permissions:
Only Admins can set user roles.
Invite Users to your account via email in the Account Settings, Users tab. Enter their email address, click the drop-down arrow, and select Editor/Admin. Click 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.