This is where you can add additional users of the application. The user who created the organization will always be shown as the initial user, with the Admin role. (The roles will be explained shortly.)

Here’s the panel that appears for this tab:

Normally the email address will be shown below the name - that was just removed from this image for privacy!

If you want to add users, click “Invite user”. That brings up the following dialog:

Enter the email address of the person you are inviting (which as stated there, must be the email address they will create an account for!), choose their desired role, and click Invite.

That will send them an email, with a link to click on to take them to the login page. They can log in there with a Gmail account, or create a password to use for logging in, just like when the organization was created.

A short description of each available role is shown below the drop-down, as you select the role from it. These are the roles:

• Admin: Full access, i.e. can do everything. This is the only user that can manage users on this tab.
• Editor: Full access, but cannot manage users.
• Contributor: Full access, but cannot manage users or issue (or maintain) receipts.
• Donor-Only: Partial access. Can only view and modify donors. Cannot view or modify donations, receipts or users.
• Read-Only: Partial access. Can view everything but not modify anything.

Once you have added additional users, an Admin user can also maintain them using controls that appear - rescinding invitations that haven’t been accepted, changing the roles of users, and deleting users. However, you cannot delete yourself, and there must always be at least one Admin user. We recommend having additional Admin users in case one person is not available when changes need to be made!