Teams

Add other Team Members from your organization to your WeGive Dashboard, giving them admin access to the Dashboard. This can be done from the Team tab under the Settings page. Just add the email addresses of your team members you would like to add and they will receive an email invite.

 

Clarify which role the team member is in your organization under the Type.

 

Access Levels include the following:
Admin level has access to the entire platform.

Marketing level has access to the Dashboard, Campaigns, Elements, Engagements and Supporters tab.

Development level has access to the Dashboard, Campaigns, Elements, Payments, Engagements and Supporters Donor Portal, and Data tab.

Finance level has access to the Dashboard, Campaigns, Elements, Payments, Engagements and Supporters tab.

 

The team member will then receive an email with a URL they can use to sign up to the WeGive dashboard.