Adding Admins And Associates To An Existing Account
Adding users to a CommitChange account is easy.
- Click on the Settings icon in the Dashboard panel on the left-hand side of your screen. (It looks like a gear.)
- Click on the "Users" link that comes up in the Settings Dashboard.
- Select the "New User" button at the bottom of your users list
- Choose the role for your new user.
- Please keep in mind that Associates can:
- Change timezone, branding, receipts
- View payouts, pricing plan, and other users/roles (but cannot change/create any of these)
- Can view payment histories and supporter records
- Can edit and create supporter records
- Can edit donation designation/dedications
- Can view payout reports (but cannot create new payouts)
- Can create and edit campaigns
- Can create and edit events
- Can charge and create supporters on event attendee lists
- Can create new donate buttons
- Associates cannot:
- Change pricing plan
- Add/remove users
- Initiate payouts
- Change bank accounts
- Please keep in mind that Associates can:
- Add their email address, this will become their log-in, then press the Create button
Your new user will receive a confirmation email. Once they're in the system, they'll receive CommitChange notifications to their inbox.