What are the different user roles?

There are three 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

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 - Full access

  • Tickets - Full access

  • Payouts - No access

  • Integrations - No access

  • Add Offline Donations: Yes

Team Member - individual fundraisers for an organization who do not have access to the Givebutter Dashboard.

If invited, they have access to edit their individual fundraiser page.

  • My Profile/Photo

  • Team Member Goal

  • Team Member 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.

Changing an Admin or Editor’s role

  1. Go to the ACCOUNT tab on the lefthand side-bar menu.

  2. Select USERS from the lefthand side-bar menu.

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

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

Inviting users or team members to join your account or campaign

Invite users as Admins or Editors through the account section of your dashboard.

Invite team members to join a specific campaign through the campaign manager.

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