How do we use the Team Management section of the Donr Dashboard?

Users can be added or edited within the Team Management section of the Donr Dashboard.

Table of Contents

Adding users to your organisation's Donr account

Editing users on your organisation's Donr account

What are the differences between Role Types on Donr?

How can I see full transactional and Gift Aid data on my Donr user profile?

Adding users to your organisation's Donr account

A charity can have as many users attached to its Donr account as it wishes, at no extra cost. Giving a user their own log-in details, rather than having colleagues sharing log-in details is an important factor in keeping your organisation's Donr account secure. It's also a good idea to have multiple users attached to your organisation's Donr account, in case a member of staff leaves your organisation – you should still have a member of staff who is able to log into the Donr Dashboard.

Org Admin-level users can add new users to your organisation's Donr account via:

Donr Dashboard > Team Management > +New > Input user's name, email address and configure their user profile

Click here to return to the table of contents.

Editing users on your organisation's Donr account

Org Admin-level users have the ability to edit their own and their fellow users' profiles on their organisation's Donr account. Actions that can be performed are:

  • Edit a user's name;
  • Edit a user's email address;
  • Edit the user's role type;
  • Enable or disable full transactional and Gift Aid data on a user's profile.

The above actions can be done via:

Donr Dashboard > Team Management > Three dots button next to an existing user profile > Edit

Org Admin-level users also have the ability to disable Multi-Factor Authentication (MFA) on a fellow user's profile. This can be a useful if a user changes their mobile number – they can disable MFA, log into the Donr Dashboard and re-establish MFA with their new mobile phone number.

Disabling MFA can be done via:

Donr Dashboard > Team Management > Three dots button next to an existing user profile > Disable MFA

Click here to return to the table of contents.

What are the differences between the Role Types on Donr?

There are two different Role Types which can be assigned to a user on Donr: Org Admin and Team Member User. The differences between these two role types are summarised here:

Feature Org Admin Team Member User
All Team Member User features Yes Yes
Can see Team Management section of Donr Dashboard Yes No
Can see Charity Bank Account section of Donr Dashboard Yes No
Can see Payouts section of Donr Dashboard Yes No
Can see Integrations section of Donr Dashboard Yes No
Click here to return to the table of contents.

How can I see full transactional and Gift Aid data on my Donr user profile?

If you're looking to see full mobile numbers or email addresses in your donation reports, or you're looking to see full supporter information in the Gift Aid section of the Donr Dashboard, you'll need to enable this data on your user profile. You need to be an Org Admin-level user to make this change:

Donr Dashboard > Team Management > Three dots button next to appropriate user profile > Edit > Show data: enable

You can also make this change for fellow users on your organisation's Donr account.

Click here to return to the table of contents.