Skip to content
English
Sign in
Raise an urgent issue (out of office hours)
  • There are no suggestions because the search field is empty.

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, and Last Name.
  4. Select the appropriate Role for this user (see role descriptions below).
  5. Click Save.

 

The new user will receive an email with a one-time login link that logs them into their account once clicked. 

User Roles

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 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.

Please Note: Team members cannot be permanently deleted, only disabled.

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

 

Need Help?

Did this answer your question? If not, please reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.