Invite your team and set roles
Add staff with the right level of access, from view-only board members to full administrators.
You can invite as many staff members as your organization needs at no extra cost: pricing is based on donor count, never per seat.
Inviting a teammate
Go to Settings → Team members and click Invite.
Enter their email and choose a role. They'll receive a secure activation link.
Choosing a role
Give finance read-only access to the books, fundraisers donor-edit access, and the board view-only dashboards.
Roles can be changed at any time, and every change is recorded in the audit log.
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