Add the people you work with and choose what each can do. Every plan includes unlimited users.
Before you start
- You're an Org admin.
- The email address of each person you want to add.
Steps
- Go to Organization Settings → Users & roles.
- Click Add user.
- Enter their Email, and optionally their First name and Last name.
- Choose a Role: Org admin (full access, including settings, users, receipts and all records) or Member (day-to-day work such as contacts, gifts and tasks, but no organization settings or users). The role description on screen mentions forms: Members can see forms, but only an Org admin can create or change them.
- Click Add user.
What happens next
They're emailed an invitation and sign in with a one-time code sent to their email; there's no password. They appear in Team members with the status Invited until they sign in. If the email couldn't be sent, you'll see "User added, but the invite email could not be sent — try Resend."
From each person's ⋯ menu you can Resend invite, Make org admin or Make member, or Remove them. Removing someone takes away their access to your organization but doesn't delete records they created. You can't remove yourself, and you can't change the last Org admin to a Member; promote someone else first. Adding an email that's already on your team shows "That person is already a member of this organization."