Everyone on your organisation’s ActionFunder account has an organisation role: Admin, Manager or Member. On each grant project, people can also be an Editor or a Viewer. Together, these decide what each person can do and which emails they get.
To invite colleagues or change their role, go to Settings > Team. Adding team members
Organisation roles
These apply across your whole organisation account.
| Role | What they can do | Emails they get |
|---|---|---|
| Admin | Everything, with no restrictions. Always has access to every product. | Organisation emails, and project emails for projects they create (they’re made an Editor on those automatically). |
| Manager | Create projects, edit the projects they create, and edit the organisation profile. Can’t manage volunteering. | Project emails for projects they’ve created or been assigned to. |
| 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. | Account emails only, such as password resets. |
Admins don’t get emails about projects created by other people unless they’re added to that project as an Editor.
Project roles
Project roles apply to one project at a time. Being an Editor on one project doesn’t make someone an Editor on another, so add them to each project separately.
| Role | What they can do | Emails they get |
|---|---|---|
| Editor | Edit the project (when editing is open), post project updates, archive the project or mark it as complete, and submit the impact survey. | All emails about the project. |
| Viewer | View the project and submit the impact survey. | None about the project. |
Whoever creates a project becomes its Editor automatically. Admins can do everything on every project, whether or not they have a project role. Project roles can’t be changed in the app, so to add someone to a project as an Editor or Viewer, contact our team.
Volunteering
Volunteering works differently. There are no project roles for volunteering.
| Role | Volunteering access |
|---|---|
| Admin | Create, edit and manage volunteering opportunities, approve or decline sign-ups, and message volunteers. |
| Manager | Can’t manage volunteering opportunities. |
| Member | View volunteering, but can’t make changes. |
If someone on your team manages volunteering, make them an Admin. Volunteers who sign up to your opportunities aren’t part of your team and can’t access your organisation’s account.
Product access
Each person also has product access: Grants, Volunteering or both. Admins always have both. Product access controls what people can reach and which emails they get, for example volunteering sign-up notifications.
Tips
- Make sure the people delivering a funded project can post updates and mark it complete: either make them an Admin, or ask our team to add them to the project as an Editor.
- Check who’s an Admin. Every team must have at least one.
- You can change someone’s role at any time, with Change role in Settings > Team.
Questions?
Our team is around Monday to Friday, 9am to 5pm.
- Email: hello@actionfunder.org
- Phone: 020 3805 2835