Collaborating with colleagues on ActionFunder is a great way to manage your funds more effectively and share the workload across your team.
If you need to add, remove, or update the team members on your account, we’re here to help.
How to add or change team members
To make any changes to your account team:
- Contact your Customer Success Manager directly
- Or email us at customersuccess@actionfunder.org with the names, roles, and email addresses of the people you’d like to add or update
We’ll take care of the rest and ensure the right people have access to your funds and project information.
Why involve your team?
Adding team members can help you:
- Share responsibility for reviewing applications and confirming funding
- Give different departments visibility of your impact
- Enable smoother handovers during holidays or role changes
- Collaborate on reporting, site visits, or volunteering opportunities