When you invite people from your organisation onto ActionFunder, they’ll be assigned a role. Each role comes with different permissions and notifications. Here’s a simple guide to what each role means at both the organisation level and the project level.
Organisation Roles
These roles determine what a user can do across your organisation’s profile on ActionFunder.
👩‍💼 Admin
- Permissions:
- Full access to everything within the organisation’s account.
- Notifications:
- Organisation-level emails.
- Project emails for any projects they create (they’re automatically made an Editor on those).
- Note: Admins don’t currently receive notifications for projects created by others, unless they’re added as an Editor.
👨‍💻 Manager
- Permissions:
- Create new projects.
- Edit and update the organisation profile.
- Notifications:
- Project notifications for projects they’ve created or been assigned to.
👤 Member
- Permissions:
- View projects where they’ve been added as an Editor or Viewer.
- Notifications:
- Only account-related notifications (e.g. resetting a password).
Projects
These roles are project-specific. If someone is an Editor on Project A, they won’t automatically be an Editor on Project B—they’ll need to be assigned separately.
✏️ Editor
- Permissions:
- Edit the project (when editing is open).
- Post project updates.
- Archive or mark a project as complete.
- Submit the project survey.
- Notifications:
- Receive all notifications related to the project(s) they’re assigned to.
đź‘€ Viewer
- Permissions:
- View the project.
- Submit the project survey.
- Notifications:
- No project notifications.
✅ Tip: Assign roles carefully to make sure the right people in your organisation can create, update, and report on projects. You can change someone’s role at any time.