{"id":221,"date":"2026-10-06T20:54:02","date_gmt":"2026-10-06T20:54:02","guid":{"rendered":"https:\/\/help.actionfunder.org\/non-profits\/?post_type=ht_kb&p=221"},"modified":"2026-11-06T11:51:54","modified_gmt":"2026-11-06T11:51:54","slug":"add-team-members-to-your-organisation","status":"publish","type":"ht_kb","link":"https:\/\/help.actionfunder.org\/non-profits\/help\/add-team-members-to-your-organisation\/","title":{"rendered":"Adding team members"},"content":{"rendered":"

If you’re an admin, you can invite colleagues to your organisation’s ActionFunder account yourself, from Settings<\/strong> > Team<\/strong>. You don’t have to contact us. Each person gets their own login, and you choose what they can do.<\/p>\n

Open your team settings<\/h2>\n
    \n
  1. Click your organisation’s logo at the bottom of the left-hand menu.<\/li>\n
  2. Click Settings<\/strong>, then Team<\/strong>.<\/li>\n<\/ol>\n

    Only admins can see the Team<\/strong> 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.<\/p>\n

    See who’s on your team<\/h2>\n\n\n\n\n\n\n
    Tab<\/th>\nWhat it shows<\/th>\n<\/tr>\n<\/thead>\n
    Active<\/strong><\/td>\nEveryone with an account at your organisation, with their role and product access. You’re marked You<\/strong>.<\/td>\n<\/tr>\n
    Pending invites<\/strong><\/td>\nInvites that haven’t been accepted yet.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Volunteers who sign up to your opportunities don’t appear here. They aren’t part of your team.<\/p>\n

    Invite someone<\/h2>\n
      \n
    1. Click Invite to team<\/strong>.<\/li>\n
    2. Enter their Full name<\/strong> and Email address<\/strong>. Logins are personal, so use an individual email address for each person, not a shared inbox.<\/li>\n
    3. Choose their Role<\/strong>: Admin, Manager or Member.<\/li>\n
    4. Under Can use<\/strong>, choose which products they can access: Grants<\/strong>, Volunteering<\/strong> or both.<\/li>\n
    5. To invite several people at once, click Add another person<\/strong>.<\/li>\n
    6. Click Send invite<\/strong>.<\/li>\n<\/ol>\n

      Each person gets an email invitation to join your organisation. Check they’re happy to be added before you invite them.<\/p>\n

      Which role to choose<\/h2>\n\n\n\n\n\n\n\n
      Role<\/th>\nWhat they can do<\/th>\n<\/tr>\n<\/thead>\n
      Admin<\/strong><\/td>\nEverything, with no restrictions. Admins always have access to every product.<\/td>\n<\/tr>\n
      Manager<\/strong><\/td>\nCreate and edit the projects they create, and manage the organisation profile. Can’t manage volunteering opportunities.<\/td>\n<\/tr>\n
      Member<\/strong><\/td>\nView 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.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      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<\/a><\/p>\n

      Manage pending invites<\/h2>\n

      Invites are valid for 14 days. After that, they’re marked Expired<\/strong>.<\/p>\n