Articles on: Navigation of the Dashboard

Manage team members

If you are an administrator, you can add or remove administrators, managers and accountants.

Role and rights

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

Managers can do everything administrators can, except manage team members.

Accountants can view charity information, download invoices, and are notified when monthly reports are created. Accountants cannot add charity users or edit projects.

Good security practice is to periodically remove inactive users. You can use the 'last seen column in the user overview to see if a user has been inactive for a long time.

Always ensure there is at least one administrator. If you leave the organisation and are the only administrator, make sure to add a new administrator before you leave.

Step-by-step guide

Start by navigating to your main Dashboard.

Select "Users" in the left-hand side menu. You will now see an overview of all team members.

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 invitation email that they need to accept. The invitation will, for security reasons, expire within a few days.

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

To edit a team member's roles, click Edit and change the person's roles. Useful if you, e.g., need to make a manager and an administrator, or vice versa.

To edit a user

Updated on: 23/01/2026

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