Teams Guide

The Teams section in WeGive allows you to manage who has access to your organization's dashboard and what level of access each user has. This feature is critical for maintaining security and clarity across departments, from marketing to finance and development.


What Is the Teams Feature?

The Teams feature provides:

  • A list of all users with current access to your WeGive dashboard

  • Ability to invite new team members

  • Role-based access controls to ensure team members only access what they need


Where to Find It

To access the Teams section:

  1. Go to the Settings tab in the main menu.

  2. Click on Teams.


How to Invite a Team Member

Step 1: Add Email and Select Role

  • Enter the email address of the person you’d like to invite.

  • Choose their role type from the following options:

    • Admin

    • Marketing

    • Finance

    • Development

Step 2: Send Invite

  • Once submitted, an invitation email is sent to the team member with login instructions.

  • They’ll receive access to the dashboard according to the permissions defined by their role.


Role Types and Access Permissions

Each role has predefined access to specific sections of the platform:

Admin

  • Full access to all tabs and platform settings.

  • Recommended for system administrators and leadership.

Marketing

  • Access to:

    • Dashboard

    • Campaigns

    • Elements

    • Engagements

    • Supporters

    • Exports

Development

  • Access to:

    • Dashboard

    • Campaigns

    • Elements

    • Payments

    • Engagements

    • Supporters

    • Donor Portal

    • Data

Finance

  • Access to:

    • Dashboard

    • Campaigns

    • Elements

    • Payments

    • Engagements

    • Supporters

    • Exports


Best Practices

  • Use Marketing and Finance roles to segment users by department for security and data relevance.

  • Update or revoke access for users who leave the organization or change roles.

  • Periodically review the Teams list to ensure it reflects your current staff structure.