How to Add Multiple Users to Your Organization Account Using Team Roles

This article will teach you how to add multiple users to your Trellis account so you can work together to create fundraisers.

Watch this video or follow the steps below!

How to Add Users to Your Account

1. From your dashboard side menu, navigate to Team Roles.
2. Click on Add User Role.
3. On the dialog, enter in the Email Address, First Name and Last Name of the person you want to add.
   1. If they already have an account on Trellis, they will be sent an invite email and be prompted to sign in. 
   2. If they do not have an account on Trellis, they will be sent an invite email with a temporary password.
4. Select which Role this user should have:

   1. Organization Managers

      1. Has full access to everything within the account.

   2. Organization Contributor

      1. Similar access to the Organization Manager role, except they cannot:
         1. View or edit Payments (for setting up Stripe Connect and Banking)
         2. View or edit any Raiser's Edge integration settings

1. 1. Fundraiser Manager

      1. This role has access to edit a specific fundraising page and the results for that fundraiser, but cannot:

         1. View or edit Payments (for setting up Stripe Connect and Banking, and downloading payout reports)

         2. View or edit Tax Receipt Templates (which are used across fundraisers)
         3. View or edit the Organization Profile section
         4. View or edit any Raiser's Edge integration settings

Managing your team member access

1. To disable a team member's access, click on the pencil icon beside the role.

2. Select Disabled