How to add an administrator/accountant?

If you are an administrator, you can add or remove another administrator or accountant. A good tip is to check your charity’s users from time to time to ensure the list is up to date and to remove people who no longer need access.

Step-by-step guide

Start by clicking on "My Dashboard" in the upper right-hand corner.

Click on "Users" in the left-hand side menu. You will now see an overview of all administrators and accountants.

To add a new user, click on "Add a Charity Administrator" or "Add an Accountant", and enter the email address of the user. If you wish to add someone as both an administrator and an accountant, make sure both boxes are ticked.

Send the invitation by clicking "Add User" at the bottom. The user will then receive an email with an invitation, which they need to accept. If it takes too long, the invitation link will expire, and you will need to add the person again.

To remove an existing administrator or accountant, simply click the red "Remove..." button next to the person’s name.

To read about the rights of an administrator versus an accountant, click here.

Role and rights

Administrators can view and edit all charity information including projects, view invoices, and add and remove charity users from the dashboard.

Accountants can view charity information, download invoices, and are notified when monthly reports are created.

Accountants cannot add charity users or edit projects.

Updated on: 08/08/2025