Managing Team Members

GiveForms allows you to invite multiple team members to an organization’s GiveForms account.

GiveForms allows you to invite multiple team members to an organization’s GiveForms account.

There are 2 roles you can assign new team members:

1. Administrators

Can access and edit everything in your organization’s GiveForms account.  Use caution when assigning the administrator role.

This includes:

  • Changing Organization, Integration & Payment Settings
  • Creating, Editing & Deleting Forms
  • Viewing & Refunding Donations
  • Inviting & Deleting Team Members

2. Viewers

Can only view and filter donations and view the details of each donation. They cannot process refunds or change anything on an account.

Managing Team Members

Access this feature in GiveForms at:
Settings > Teams

GiveForms allows you to invite multiple team members to an organization’s GiveForms account.

There are 2 roles you can assign new team members:

1. Administrators

Can access and edit everything in your organization’s GiveForms account.  Use caution when assigning the administrator role.

This includes:

  • Changing Organization, Integration & Payment Settings
  • Creating, Editing & Deleting Forms
  • Viewing & Refunding Donations
  • Inviting & Deleting Team Members

2. Viewers

Can only view and filter donations and view the details of each donation. They cannot process refunds or change anything on an account.

Start Fundraising Today

Create a Free Account
Get up and running in 15 minutes