Your team
How do I manage my team?
Use the Team page to view who manages your organisation, invite new team members and manage existing access.
Your team includes an owner and any associates who help manage your fundraising.
Team roles
- Owner manages the organisation and has full access. Only the owner can invite team members and connect the bank account.
- Associates can manage fundraising goals, posts and events, but cannot change bank account details or invite other team members.
Viewing your team
- Go to your dashboard and open Team.
- View the owner of the organisation.
- View your associates, including their names and email addresses.
- See any pending invitations that have not yet been accepted.
Inviting a team member
- Open Team from your dashboard.
- Click Invite someone to become an associate.
- Enter the person’s email address.
- Click Send invitation.
What happens after you send an invitation
- The person will receive an email invitation to join your team.
- They will need to set up their own Fundraisy account using that email address and create a password.
- Their email will appear under pending associate invitations.
- Once accepted, they will appear in your associates list.
Managing team members
- Open Team from your dashboard.
- To remove an associate, click Remove next to their name.
- To cancel an invitation, click Retract next to the pending invite.
Things to keep in mind
- Only the owner can invite or remove team members.
- Invitations must be accepted before someone becomes an associate.
- Associates have limited permissions compared to the owner.
Need help managing your team? Contact our support team.