Whether it’s colleagues from your own team, or those from other departments (perhaps Finance, Marketing or Management), it couldn’t be easier to instantly add new users to your Donr account.
We want to provide charities with simple solutions in these changing times – and one such feature is the ability to easily invite new users to join your text giving team. Here, we’ll show you how to do this in just 3 simple steps.
Please note that you will need to be an account admin to do this. You can learn about the difference between admins and team members here.
1. Log in and access the ‘Team Management’ area
Simply log in to the Donr dashboard, where you’ll land on our tiled homepage. Then, select the user menu in the top right corner (which appears as your username alongside a small arrow) and choose ‘Team Management’ to be taken to the Team Management area.
2. Click the ‘Add new user’ button
Now that you’re in the Team Management area, simply hit the ‘Add new user’ button to invite new users to join your charity’s Donr account.
3. Invite new users!
Simply enter the full name and the email address of the person you want to invite, before deciding the level of permissions this user should have (read more about Members vs Admins here). The new user will then receive a verification email, inviting them to complete set-up of their new Donr account. Once they click the link in this verification email, they’ll be prompted to set a password before receiving immediate access to the Donr dashboard.
You can repeat this step and add an unlimited number of users to your Donr account at no cost. And that’s all you need to know!
Top tip: Remember, you can also opt to enable an extra layer of security to your Donr account by enabling 2-Step Verification, which simply asks users to confirm their identity via a second device (usually their mobile phone) when logging in. You can read more about this here.