DonatePR.com
  • Welcome
  • About
    • Introduction
    • Documentation
    • Terminology
    • Company
    • Pricing
    • Team
    • The DonatePR Way
      • Mission and Values
      • Community Guidelines
    • Hiring
    • Investors
    • Contributing
    • Refund Policy
    • Contact Us
  • Product
    • Features
    • Comparison
    • User Profile
    • Dashboard
      • Preview Features
    • Currencies
    • Log-in System
    • Privacy Policy
    • Moderation
    • Security
    • Ledger
      • Individual Transactions
      • Transaction Pairs, Groups & Perspectives
      • Viewing Transactions
      • Exporting Transactions
      • Fiscal Host Ledger Perspective
      • Contributions in the Ledger
      • Added Funds in the Ledger
      • Expenses in the Ledger
      • Ledger Changelog
    • Notifications
    • Two-factor Authentication
    • Activity Log
  • Communities
    • Communities FAQ
    • Creating a Community
    • Quick Start Guide
    • Community Settings
      • Customize Community
      • Team
      • Community Goals & Tiers
      • Expense Policy
      • Data Export
      • Security
      • Integrations
      • Zero Community Balance
      • Closing a Community
    • Add Fiscal Host
    • Change Fiscal Host
    • Transparent Budget
    • Expenses
    • Updates & Comms
    • Custom Email
    • Moderation
    • Conversations
    • Events
    • Projects
    • Funding Options
    • Connected Communities
    • Contribution flow
  • Financial Contributors
    • Financial Contributors FAQ
    • Guest contributions
    • Payments
    • Platform Tips
    • Receipts
    • Donation Letter
    • Community to Community
    • Organizations
      • Organization FAQ
      • Funds
      • Bulk Transfers
  • Expenses & Getting Paid
    • Expenses FAQ
    • Submitting Expenses
      • Inviting a third-party to submit an Expense
    • Expense Comments
    • Edit or Download an Expense
    • Receiving payment through Payoneer or Wise
    • Tax Information
  • Fiscal Hosts
    • Fiscal Hosts FAQ
    • Becoming a Fiscal Host
    • Creating a Fiscal Host
    • Organisation Settings
      • Info
      • Customize Profile Page
      • Connect external accounts
      • Accounting Categories
      • Security
      • Manage updates
      • Policies
    • Fiscal Host Dashboard
      • Expenses
      • Financial contributions
      • Pending applications
      • Hosted Communities
      • Vendors
      • Transaction Report
        • Reports
    • Receiving Money
      • Bank Transfers
      • Credit Card
      • Add Funds Manually
      • Expected Funds
    • Payouts
      • Payouts with PayPal
      • Two-factor authentication for payouts
      • Refunds
    • Host Fees
    • Local Tax Support
    • Agreement Templates
  • Independent Communities
    • About Independent Communities
    • Create an Independent Community
      • Migrate from Self-Hosted to Independent Community
      • Migrate from a Fiscal Host to Independent Community
    • Independent Community Setup
    • Independent Community Management
      • Money coming in: Contributions
      • Money going out: Expenses
    • Close an Independent Community
Powered by GitBook
On this page
  • Roles
  • Adding, Editing and Removing team members
  • Re-send email invitations
  1. Communities
  2. Community Settings

Team

PreviousCustomize CommunityNextCommunity Goals & Tiers

Last updated 6 months ago

Roles

Admins have full permissions to change settings, approve expenses, and make financial contributions from the budget balance.

Core contributors show up in the Team section of your page and can create events, but can't change settings or approve expenses.

Accountants can access financial information, such as receipts, invoices, and reports. They can't change settings or approve expenses.

Adding, Editing and Removing team members

  1. Go to your Community page and click on Dashboard button.

2. Head to the Team tab. Here you can add, remove, or change people and roles.

3. Click the Invite Team Member button

Only Admins can edit the Community and approve expenses. Be sure to select the right role option.

4. This will then bring up a form in which you can search or invite a new user. Once you are done, click on Save at the bottom of the page.

5. Users will receive an invite to join the Community. They will not be displayed publicly until this invitation is accepted. You will then see the new user that you have invited as pending until the invitation is accepted.

6. To edit a Team Member click the edit (pencil) button. This will allow you to edit the user's permissions and remove a user if you wish.

Re-send email invitations

If someone indicates that they didn't receive an invitation email, the first thing to do is for them to search for the keywords "Invitation to join" in the target inbox, including in the spam folder. If they still can't find them, the easiest way to re-trigger the emails is:

  1. Go to the settings page of the Community > Core contributors section

  2. Remove the concerned users

  3. Click on Save

  4. ​Click on "Add core contributor" and add them again (you should be able to search by pasting user emails in the search box)

Troubleshooting:

  • The first thing to try is to check your spam folder.

  • If there is still no invite email, follow the instructions above to resend.

  • Make sure you clicked 'Save' at the bottom of the Add Admin page.

Email