If you’re an admin, you can invite colleagues to your organisation’s ActionFunder account yourself, from Settings > Team. You don’t have to contact us. Each person gets their own login, and you choose what they can do.
Open your team settings
- Click your organisation’s logo at the bottom of the left-hand menu.
- Click Settings, then Team.
Only admins can see the Team tab, so only admins can invite people, remove them or change their role. If you’re a Manager or Member, ask one of your admins.
See who’s on your team
| Tab | What it shows |
|---|---|
| Active | Everyone with an account at your organisation, with their role and product access. You’re marked You. |
| Pending invites | Invites that haven’t been accepted yet. |
Volunteers who sign up to your opportunities don’t appear here. They aren’t part of your team.
Invite someone
- Click Invite to team.
- Enter their Full name and Email address. Logins are personal, so use an individual email address for each person, not a shared inbox.
- Choose their Role: Admin, Manager or Member.
- Under Can use, choose which products they can access: Grants, Volunteering or both.
- To invite several people at once, click Add another person.
- Click Send invite.
Each person gets an email invitation to join your organisation. Check they’re happy to be added before you invite them.
Which role to choose
| Role | What they can do |
|---|---|
| Admin | Everything, with no restrictions. Admins always have access to every product. |
| Manager | Create and edit the projects they create, and manage the organisation profile. Can’t manage volunteering opportunities. |
| Member | View projects they’ve been added to, the impact dashboard and other areas in the products they can reach. Can’t make changes. To give a Member access to a project, contact us. |
Only admins can manage volunteering opportunities, so make anyone running your volunteering an Admin. Product access also controls which emails each person gets, for example volunteering sign-up notifications. User roles and permissions
Manage pending invites
Invites are valid for 14 days. After that, they’re marked Expired.
- Click Resend to send the invite again.
- Click Cancel to withdraw it. The invite link stops working, and you can invite the same email again later.
Change someone’s role or access
On the Active tab, open the actions menu next to the person:
- Change role to make them an Admin, Manager or Member. You can’t change your own role, so ask another admin if you need yours changed.
- Click their product access to change which products they can use. Everyone must have access to at least one product.
- Remove from team to take away their access. They lose access straight away, and their activity history stays on the record.
Someone from your organisation already signed up separately?
If a colleague tries to sign up and sees that an organisation with a similar name already exists, they should ask you to invite them instead. That keeps everyone on one account. Our organisation already has an account. How do I get access?
Questions?
Our team is around Monday to Friday, 9am to 5pm.
- Email: hello@actionfunder.org
- Phone: 020 3805 2835