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.