Org Settings: Adding and Managing Team Members
This guide explores how to add new team members to Raisely and adjust permissions for each to allow for better campaign management.
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Being a Member of Multiple Accounts
Adding New Team Members
As you create and manage your campaigns, you may be needing to delegate certain responsibilities to new team members. Raisely allows you to create new team members and assign specific permissions for each. To add a new team member, simply:
- From the sidebar in the Campaigns view select Settings > Team
- Under Add a Team Member, enter the new team members' details. You must enter a Preferred Name. When selecting Role, choose from any of the 5 standard roles, though you can manage permissions further after the account has been created
- Select Send Invite. The new team member will receive an email inviting them to the team. If they do not have a Raisely account, they will be prompted to create one
Managing Permissions
Raisely gives you granular control over the permissions you give different administrators inside Raisely. You can set up individual accounts for everyone in your organisation, and make sure they only have access to the parts of Raisely they need.
Raisely has two types of roles – basic roles and advanced roles.
Basic roles are common settings you mind find useful for your campaign. Behind the scenes, they combine a handful of the advanced roles.
Advanced roles are our most granular permissions, so you can craft a unique role for each individual in your account based on what they need to be able to do.
To access a team members roles, simply:
- From the sidebar, select Organisation > Team > Edit Roles icon next to their name.
- To change their Basic Role, select from the dropdown menu under Change Role.
- To change their role to an Advanced Role, turn on the Advanced switch next to Current Role, which will then give you a wider list of drop-down options under Change Role.
Below you can find a full explanation of each role type and how they relate to account permissions.
Basic Roles
| Role Name | Description |
|---|---|
| Organisation Admin | Organisation admins are the highest-level admins for your Raisely account. They can do everything on any campaign, including managing your users and updating billing information. |
| Campaign Admin | Campaign admins can do pretty much everything inside a particular campaign. It's an administrator role for the specific campaign, covering all campaign settings, reporting, messages, website building and administration. Campaign admins cannot see people in your database including emails or phone numbers, manage other admins, or download bank payout reports. |
| People Admin | People admins can see and manage your Supporter Management Tool (People) inside Raisely, but don't have access to any fundraising campaigns. They can view, segment, tag, and edit people in your database. They can import and export people. People admins cannot manage other admins, see donations, or manage any campaign specific information. |
| Campaign Coordinator | Campaign coordinators can be assigned specific campaigns, and they have limited access to manage the campaign. They can:
They cannot do things like:
|
| Messages Editor | A messages editor can manage emails and SMS messages for the campaigns to which they are assigned. They can update existing messages, or create new ones. They can't do anything else. |
| Giving Coordinator | Giving Coordinators can do the following:
Giving Coordinators cannot see the total amount raised for each campaign. |
Note: Someone can only be assigned one basic role. If you need to be more granular, used advanced roles!
Advanced Roles
You can grant an administrator multiple advanced roles to control their access in a very granular way. Where those roles are campaign specific roles, they will apply to all of the campaigns they have access to. At the moment it isn't possible to assign different roles to different campaigns.
| Role Name | Description | Campaign specific |
|---|---|---|
| Manage Profiles | Access to the "Profiles" tab in a campaign and is able to view, update or archive fundraising profiles. | ✅ |
| Manage Donations | Access to the "Donations" tab in a campaign, and the ability to view donations under a fundraising profile. Can add offline donations, refund donations, move donations, and re-send receipts. | ✅ |
| Manage Tickets | Access to the Tickets tab in a campaign. Can view Ticket orders and attendees. | ✅ |
| Manage Regular Donations | Ability to update/pause/cancel any regular donations under an assigned campaign. | ✅ |
| Manage Pages | Access to edit page content and redirects. This doesn't grant permission for design/style settings. | ✅ |
| Edit HTML/CSS | Access to design settings like brand, fonts, buttons, etc and custom CSS styles for the assigned campaign. | ✅ |
| Manage Blog Posts | Ability to manage the campaign blog, and fundraisers' blog posts. | ✅ |
| Manage Users | Access to all of the people in your Raisely account, across all of your campaigns. Manage users gives the administrator permission to view private information on people, add tags, segment, add interactions, and export people. | ❌ |
| Manage Finance | Access to financial functions across Raisely, including donations, regular donations, bank payout reports, and billing for the account. | ❌ |
| Manage Messages | Access to manage all email and SMS messages in the assigned campaigns. | ✅ |
| Manage Campaign Settings | Ability to manage campaign settings such as apps, integrations, fraud protection, social media previews and form fields like the donation form and signup form. | ✅ |
| Organisation Report Viewer | Can download user reports and custom reports for your organisation. | ❌ |
| Campaign Report Viewer | Can download reports about profiles, donations and recurring donations. | ✅ |
| Bank Report Viewer | Can download Bank Payout Reports. | ✅ |
Being a Member of Multiple Accounts
If a Raisely user is added to a second account, they then have the ability to Switch Organisation. This option is found on the sidebar when logged in, and allows a member to switch between multiple accounts of which they are members of. This is useful for Agencies or where you may have different accounts setup within the same organisation.
Account Security & 2FA
It is recommended as good practise to enable 2FA (2-Factor Authentication) for each new member who is added to your team. This layer provides your account a greater level of protection from hackers and malicious attackers, especially relevant when working across multiple teams and people.
2FA can be via Text Message (SMS) or an Authenticator App such as Google Authenticator, Authy, Microsoft Authenticator, etc.
To enable 2FA on an account:
- From the sidebar select your Account Name, found bottom left of the screen
- Under Two-factor Authentication, select either Authentication app or Text message
- If Authentication app was selected, scan the QR code or enter code manually into your chosen Authenticator application. Once added to your App, select Next and Raisely will request you enter the Token found in the app
- If Text message was selected, enter mobile number and select Save Changes. You'll be asked to verify 2FA using the code send via SMS/text.
Important: Ensure you save your unique access code provided in the final step. If you ever need to reset your Authentication app, this code will be required.
Admin Notifications
All important communication from Raisely will be sent to the Account Owner by default. This can include important information on your account or updates regarding the platform.
Within Messages, there's an option to include your Organisation Admins as additional recipients of any default or custom messages you are sending out. This can be customised in Step 1 of the message building
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