You can use your fundraiser’s Access Manager to set administrative permissions for new or existing users. This is especially useful when you need to give Edit or Reports Access to a new user who does not have an existing CrowdChange account.

Once your desired permissions have been set, an invitation email will be sent to the new user, who will be prompted to create an account and accept the permissions.

To use this feature, from your fundraiser, go to Advanced → Access Manager

Please note that the users you give access to using Access Manager will not receive Fundraiser Notification Emails. Currently, these are only sent to the Fundraiser Owner, and site-wide Admins.

Written Steps

To Give Access

  1. From the fundraiser, go to Advanced → Access Manager

  2. Click Add Account

  3. Enter the new or existing user’s email and click Continue

    1. If the user already exists in our system, you will see the name of the user.

    2. If the user does not yet exist, you will need to enter their first and last name.

  4. Click the checkbox or toggle next to all permissions you desire the user to have, or click Full Access

  5. Click Send Invite

To Edit Access

  1. From the fundraiser, go to Advanced → Access Manager

  2. Click the cog / gear icon next to the user you want to edit.

  3. Click Edit

  4. Change permissions as desired and click Save

To Remove Access

  1. From the fundraiser, go to Advanced → Access Manager

  2. Click the cog / gear icon next to the user you want to remove.

  3. Click Remove Access

  4. Click Yes

If your invitation is pending, you will instead see the option to resend, or cancel it.