--- title: How to Add Multiple Users to Your Organization Account Using Team Roles description: Collaborating on fundraisers is easier than ever with Team Roles. This feature allows you to give multiple users access to your Trellis organization account so you can build, manage, and launch fundraisers together. --- [Skip to content](https://help.trellis.org/teamroles#main-content) English Show submenu for translations ![Trellis-MainLogo-AllWhite-01.png\]](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-AllWhite-01.png?height=40&name=Trellis-MainLogo-AllWhite-01.png) Open main navigation Close main navigation - English Show submenu for translations - [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) Help & Learning - There are no suggestions because the search field is empty. 1. [Help & Learning](https://help.trellis.org/?hsLang=en) 2. [Admin & Reporting](https://help.trellis.org/admin-reporting?hsLang=en) 3. [Welcome to Trellis](https://help.trellis.org/admin-reporting?hsLang=en#welcome-to-trellis) # How to Add Multiple Users to Your Organization Account Using Team Roles ## Team Roles let you give multiple users access to your Trellis account so you can build, manage, and launch fundraisers together. ### **How to Add a User Role** 1. From your Dashboard side menu, go to **Team Roles \> Organization Roles.** 2. Click **Add User Role**. 3. Enter the new user's **Email Address**, **First Name**, **Last Name,** and **Phone Number**. 4. Select the appropriate **Role** for this user (see role descriptions below). 5. Click **Save**. ![](https://help.trellis.org/hs-fs/hubfs/image-png-May-29-2026-05-48-47-6037-PM.png?width=670&height=54&name=image-png-May-29-2026-05-48-47-6037-PM.png) ![](https://help.trellis.org/hs-fs/hubfs/image-png-May-29-2026-05-49-07-7433-PM.png?width=218&height=313&name=image-png-May-29-2026-05-49-07-7433-PM.png) The new user will automatically receive an email containing a **one-time login link** that logs them into their account once clicked.  --- ### **User Role Permissions** #### **Organization Manager** **Full access** to everything within the account, including payments and integrations. Receives email notifications when an auction item is donated. #### **Organization Contributor** Similar access to an Organization Manager, except **cannot** view or edit: - Payments (Stripe Connect, Banking) - Raiser's Edge integration settings #### **Fundraiser Manager** Access to edit a specific fundraiser page and view its results only. Does not receive auction item donation notifications. **Cannot** view or edit: - Payments (Stripe Connect, Banking, payout reports) - Tax Receipt Templates - Organization Profile - Raiser's Edge settings --- ### **How to Change a Team Member's Permissions** Roles cannot be edited directly once a user has been added. To change a team member's role, you'll need to disable their current role and add them again with the new role. 1. From **Team Roles**, locate the team member whose role you want to change. 2. Click the **3-dot menu** on the right-hand side beside their status. 3. Select **Edit Status**, then choose **Disabled**. 4. Click **Add User Role** and re-enter the user's **Email Address**, **First Name**, **Last Name**, and **Phone Number**. 5. Select the new **Role** for this user. 6. Click **Save**. **Please Note:** This creates a new user role entry rather than editing the old one. The user's previous role will remain in your Team Roles list as **Disabled**. At this time, you cannot delete a user. --- ### **How to Disable a Team Member's Access** 1. From **Team Roles**, locate the team member. 2. Click the **3-dot menu** on the right-hand side beside their status. 3. Select **Edit Status**, then choose **Disabled**. ![](https://help.trellis.org/hs-fs/hubfs/image-png-May-29-2026-06-01-16-9188-PM.png?width=197&height=132&name=image-png-May-29-2026-06-01-16-9188-PM.png) ![](https://help.trellis.org/hs-fs/hubfs/image-png-May-29-2026-06-01-39-4969-PM.png?width=302&height=145&name=image-png-May-29-2026-06-01-39-4969-PM.png) **Please Note:** Team members cannot be permanently deleted, only disabled at this time. **Heads Up!** Avoid having multiple users edit the same fundraiser at the same time. Trellis auto-saves updates and one user's changes may overwrite another's. --- ### **Frequently Asked Questions** **Can I change a user's role after they've been added?** Not at this time. You must disable the current role and add a new user role with the updated user role.  **Can a Fundraiser Manager access multiple fundraisers?** Fundraiser Managers can only access the fundraiser they are assigned to. **Can I resend an invite to a user?** Yes, click the 3 dot-menu beside their name and click Resend Invite. --- ### **Related Articles** - [How Login Links Work on Trellis](https://help.trellis.org/how-login-links-work-on-trellis?hsLang=en) - [How to Assign Volunteers to Check-In Your Attendees](https://help.trellis.org/how-to-assign-volunteers?hsLang=en) - [How to Set Up Your Organization Profile](https://help.trellis.org/how-to-edit-your-organizations-info-and-account-profile?hsLang=en) - [Admin & Reporting](https://help.trellis.org/admin-reporting?hsLang=en#main-content) - [Welcome to Trellis](https://help.trellis.org/admin-reporting?hsLang=en#welcome-to-trellis) - [Understanding Fees](https://help.trellis.org/admin-reporting?hsLang=en#understanding-fees) - [Understanding British Columbia Provincial Sales Tax](https://help.trellis.org/admin-reporting?hsLang=en#understanding-british-columbia-provincial-sales-tax) - [Reports & Exports](https://help.trellis.org/admin-reporting?hsLang=en#reports-exports) - [Troubleshooting](https://help.trellis.org/admin-reporting?hsLang=en#troubleshooting) - [Set Up and Manage Your Banking](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#main-content) - [Add Your Banking Details](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#add-your-banking-details) - [Understanding Your Payouts](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#understanding-your-payouts) - [Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#main-content) - [Set Up Your Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#set-up-your-tax-receipts) - [Manage Your Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#manage-your-tax-receipts) - [Build and Design Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#main-content) - [Build Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#build-your-fundraiser) - 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[Set Up Your Donations](https://help.trellis.org/donations?hsLang=en#set-up-your-donations) - [Donor Experience](https://help.trellis.org/donations?hsLang=en#donor-experience) - [Items for Sale](https://help.trellis.org/items-for-sale?hsLang=en#main-content) - [Set Up Your Items for Sale](https://help.trellis.org/items-for-sale?hsLang=en#set-up-your-items-for-sale) - [Raffles & 50/50](https://help.trellis.org/raffles-50-50?hsLang=en#main-content) - [How to Run a Raffle](https://help.trellis.org/raffles-50-50?hsLang=en#how-to-run-a-raffle) - [Running a Raffle in the USA](https://help.trellis.org/raffles-50-50?hsLang=en#running-a-raffle-in-the-usa) - [Managing Your Raffle](https://help.trellis.org/raffles-50-50?hsLang=en#managing-your-raffle) - [Draw Winner & Reporting](https://help.trellis.org/raffles-50-50?hsLang=en#draw-winner-reporting) - [Donor Experience](https://help.trellis.org/raffles-50-50?hsLang=en#donor-experience) - [Raiser's Edge NXT Integration](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#main-content) - [Integration Set Up](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#integration-set-up) - [How the Integration Works](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#how-the-integration-works) - [Constituent Matching](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#constituent-matching) - [Gift Sync](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#gift-sync) - [Event Participation Sync](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#event-participation-sync) - [Sales Entry System (SES)](https://help.trellis.org/sales-entry-system-ses?hsLang=en) - [Check-In Tool](https://help.trellis.org/check-in-tool?hsLang=en#main-content) - [Introduction to the Check-In Tool](https://help.trellis.org/check-in-tool?hsLang=en#introduction-to-the-check-in-tool) - [Managing Attendees](https://help.trellis.org/check-in-tool?hsLang=en#managing-attendees) - [Event Day](https://help.trellis.org/check-in-tool?hsLang=en#event-day) - 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[Support Resources for Donors](https://help.trellis.org/support-resources-for-donors?hsLang=en#main-content) - [Getting Started](https://help.trellis.org/support-resources-for-donors?hsLang=en#getting-started) - [Checkouts](https://help.trellis.org/support-resources-for-donors?hsLang=en#checkouts) - [Participating in an Auction](https://help.trellis.org/support-resources-for-donors?hsLang=en#participating-in-an-auction) [![Chill listening crop-3](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-LightGreenLeaf-01.jpg?width=117&height=55&name=Trellis-MainLogo-LightGreenLeaf-01.jpg "Chill listening crop-3")](https://trellis.org) Copyright © 2026, Trellis Social Enterprise