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Org Settings: Adding and Managing Team Members

Alwin Thomas
Updated

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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Adding New Team Members

Managing Permissions

Being a Member of Multiple Accounts

Account Security & 2FA

Admin Notifications

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:

  1. From the sidebar in the Campaigns view select Settings > Team
  2. 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
  3. 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

Note: This is also the best approach when trying to update your own admin email address. Send an invite to the new email address, and remove access to the old email address if necessary.

Troubleshooting Errors

If you're an Organisation Admin and see an error like "You are not authorised" when inviting a new team member with Campaign Admin permissions, it may be because that person already has access to another Raisely account. Ask them to switch to your Raisely account first before you assign permissions. This often happens when inviting Partners to your account.

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 might 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 member's roles, simply:

  1. From the sidebar, select Organisation > Team > Edit Roles icon next to their name.
  2. To change their Basic Role, select from the dropdown menu under Change Role.
  3. 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:

  • Update content
  • Post blog posts
  • Manage fundraisers and donations
  • Create badges

They cannot do things like:

  • Update messages
  • View people
  • Manage other admins
  • Manage campaign settings
  • Run reports
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:

  • Manage donations by resending receipts, refunding donations, etc.
  • Add offline donations
  • Manage Regular Giving Schedule by updating or cancelling ongoing Regular Donations, etc.
  • Manage users by adding notes, changing user details, etc.

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, use 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.

Note: This is contingent on the Raisely user having the same email address in both organisations.

Account security and multi-factor authentication (MFA/2FA)

MFA (also referred to as 2FA) is now mandatory for Raisely administrator accounts. This means administrators will be prompted to set up MFA as part of the unified login experience, and it will be required when signing in. This provides a significantly stronger level of protection against unauthorised access.

How administrator sign-in works

  • Email + password admins: MFA is managed via our unified login system. Supported methods include an authenticator app, email, or SMS (text message).
  • SSO admins: If your organisation uses Single Sign-On (SAML SSO), MFA is enforced by your organisation’s identity provider (for example Okta, Microsoft Entra ID, or Google Workspace), according to your organisation’s policies.

Set up MFA/2FA

  1. From the sidebar, select your Account name (bottom left of the screen).
  2. Under Two-factor authentication, choose your preferred method.

Option A: Authenticator app

  1. Select Authenticator app.
  2. Scan the QR code (or enter the setup code manually) using your authenticator app (for example Google Authenticator or Microsoft Authenticator).
  3. Select Next, then enter the 6-digit code shown in your authenticator app when prompted. This will be labelled as something like aplos.com:[youremail] and not Raisely.com.

Important: After setup, save your recovery information if provided. If you lose access to your authenticator app and cannot sign in, you may need assistance to recover access (for example, support from another administrator in your organisation, or contacting Raisely Support). 

Please note that MFA resets will require escalation and can take time to complete. If MFA reset is required, please contact support@raisely.com via your Admin User email address to submit an authenticated reset request.

Finding your authenticator code (label changes)

If you have recently moved to unified login, your authenticator entry may no longer be labelled “Raisely”. It may appear as something like aplos.com:[your email] (or similar). If you cannot find the right code, search your authenticator app for your email address.

If you scanned the QR code on an iPhone: in some cases, the one-time code may have been saved to your device’s password manager rather than a separate authenticator app. Check iPhone Passwords (Settings → Passwords) for a saved one-time code entry associated with your login.

Option B: SMS (text message)

  1. When setting up MFA again, use the drop-down menu to select SMS if you do not wish to use an authenticator app.
  2. If you are setting up SMS 2FA, do not scan the QR code shown on screen (that QR code is for authenticator app setup).
  3. Enter your mobile number in full international format, including country code, for example +61444555666.
  4. Select Save changes, then enter the verification code sent to you by SMS when prompted.

Best practice (recommended)

  • Use a unique password for your administrator account (do not reuse passwords across services).
  • Where possible, use a stronger MFA method such as an authenticator app rather than email-based verification.
  • If you change your sign-in method (for example switching between password sign-in and SSO), review your security settings to ensure your intended MFA protections are still in place.

To reset MFA

  1. Contact Raisely Support at support@raisely.com via your Admin User email address to submit an authenticated reset request.
  2. Once received, your request can take up to 5 business days to process.
  3. Once your Admin User's MFA has been successfully reset, you will receive a Password Reset email.
  4. Because this reset password email's link is only valid for a short time, if you find that the link has expired, please follow these steps to reset your password and re-configure your 2FA:
    1. Go to admin.raisely.com/login
    2. Enter your email address
    3. Click on Forgot password
    4. Check your email inbox for an email to reset your password and follow the prompts to do so - if you're not receiving your password reset email, please let us know.
    5. You should then land on the Set up 2-factor authentication step
    6. Follow the steps on screen to set up 2-factor authentication
    7. Once set up is done, ensure that you scroll to the bottom of your Authenticator app screen to find the most recent configuration that will likely be labelled something like aplos.com:[youremail]
    8. Enter the aplos.com 2FA code

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.

If you have questions about other types of notifications that can be sent to your Organisation Admins, feel free to check out Messages: Setting Up Emails.

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