Levels of Access for Team Members
Treasurers -
- Complete access to all areas of the account including banking changes and ability to assign access out to users.
Consultants -
- One level below Treasurer access.
- Can see all activity in the account.
- Adjust most settings in account.
- Add Fundraisers.
- Cannot make changes to any of the financial information or disclaimers. That is reserved for Treasurer access only.
Web Developers -
- This is a specific access that will give your web developer access to the look and feel portion of your donation page(s).
- Ability to change logos, pictures, button colors.
- Area for them to add custom CSS or HTML to your page.
Fundraisers -
- This is the most restricted access to the account.
- Ability to add Event Pages & Campaign pages to the account.
- Can only view funds which they are responsible for helping to raise.
- If your campaign has paid fundraisers onboard this is the access you will want to provide to them. The system will track the dollars they raise unique to their user profiles.
