Your team is a diverse crew of people working to crush your online fundraising goals! That's why we've developed a variety of different roles for your organization. You can add as many users as you would like to your organization and give them the tools they need by setting their role type.
Types of Available Roles:
Administrator: Administrators are the captains of the ship. Admins can edit organizational settings, create pages, build reports, export Stripe metadata, and export payout reports.
Editor: Editor users can access everything that an Admin can: create pages, build reports, export Stripe metadata, and export payout reports. However, editors cannot access organizational settings.
Read Only: Much like an Editor or an Admin, Read Only users can create and publish pages. However, Read Only users cannot access organization settings, export from the Donations/Donors/Subscriptions Index tab, or the Report builder tool.
Pages Only: Pages Only have nearly identical permissions that Read Only has, the one exception being that they can edit pages, page settings, and make them live.
Additional note: Read Only users will not be able to download a report from Revv, even if the user is forwarded an email that contains a Download Report link.
How do I add a new user?
Go to your organization's settings by clicking on the icon in the upper-right hand corner of your account.
Select "Users" on the left- hand sidebar.
Enter the email address of the user you would like to add to the account and select their role from the dropdown menu.
Click the Invite button to send an invitation email to the user. Once the user accepts, they will have access to the organization.
Note: There is no limit to the number of admins that can be added to one organization.