Adding users and managing permissions on your project

Want to collaborate on your Crowdfunder project?

Good news – you can now invite others to help manage your campaign and assign them specific roles based on what you want them to access.

User role options

You can assign different permission levels depending on what tasks someone needs to help with:

  • Finance
    View financial details and download Gift Aid (if applicable), transaction, and payout reports.
  • Promotions & Communications
    Manage promotional activity, respond to comments, post updates, email supporters and fundraisers, and download reports.
  • Administrator
    Full access to edit and manage the project. If multiple admins are making changes, be sure to coordinate to avoid overwriting each other’s updates.

Important: The person who originally created the project is the Project Owner. Only the Project Owner will receive email notifications about the campaign and is ultimately responsible for all actions taken by other users, as outlined in our terms of use.

When can I add users?

  • While your project is in draft mode:
     You can add Administrators only.
  • Once your project is live:
     You can add users with Administrator, Finance, or Promo & Comms permissions.

How to add users

When your project is in Draft

You can invite someone to be an Administrator while you're setting up your project.

Steps:

  1. Go to the Basics section of your dashboard.
  2. Scroll down to Add an Administrator.
  3. Enter the person’s email address – they’ll receive an email invitation.
  4. The user must click the link in the email and either log in or create an account to access the project.

When your project is Live

Once your campaign is live, you can add multiple users with different permission levels.

Steps:

  1. Go to Manage Users in your project dashboard.
  2. Enter the person’s email address.
  3. Choose which permissions to assign (Admin, Finance, or Promo & Comms).
  4. Click Save Changes – they’ll receive an email invite.
  5. The user must click the link in the email and log in or sign up to get access.

How to remove user access

You can revoke a user’s access at any time.

Steps:

  1. Go to Manage Users in your dashboard.
  2. Click the trash can icon next to the user’s email address.
  3. Click Save Changes to confirm.

Need help?

If you still have questions or run into any issues, our friendly support team is here to help – Fill in our contact form