This article will teach you how to use and add multiple users to be able to access your Trellis account.
Watch this video or follow the steps below!
Adding New Team Members
1. Login to your Trellis account.
2. On your dashboard, navigate to Team Roles.
2. Click on Add User Role.
3. Fill out the form and depending on the role of the person you want to have access to your account you may select the appropriate role.
Roles:
Organization Managers
- Has full access to everything within the account
Organization Contributor
- Similar access to the Organization Manager role, but can't access any banking information.
Fundraiser Manager
- This role has access to edit a specific fundraising page, but can't access banking, tax receipts, or organization settings that span multiple fundraisers.
Pro Tips:
- The newly added user can now log in via this page https://app.trellis.org/login using the email that you added.
- We recommend you do not have multiple users editing your fundraiser builder at once, as the auto-save feature could overwrite someone else's content.
Managing your team member access
1. To disable a team member's access, click on the pencil icon beside the role.
2. Select Disabled.
Pro Tip:
You do not have the option to delete access for a team member. However, you can disable their access to the account.
Did this answer your question? If not, please reach out to the Trellis Support team via the blue chat icon or email support@trellis.org