Assigning Roles

You assign roles to team members from Settings → Team. Each member has exactly one role, which controls everything they can see and do in the dashboard.

Note

Managing the team — inviting members, removing them, and changing roles — requires the Admin role. Members with other roles won’t see these controls.

Invite a new team member

1. Go to Settings → Team and click Invite Member.

2. Enter the new member’s email address.

3. Choose a role from the dropdown. You can pick any of the six managed roles — Admin, Customer Success, Developer, Finance, Marketing, or Read-only — or any custom role your organization has created.

4. Click Send Invite. The member receives an invitation email; once they accept and sign in, their access is governed by the role you selected.

Change an existing member’s role

1. Go to Settings → Team.

2. Find the member in the team list and change their role using the role control on their row.

3. The new role takes effect immediately — the member’s navigation, pages, and available actions update to match.

Caution

If you change your own role, your access updates right away. Make sure at least one other person retains the Admin role before you downgrade yourself, or you could lock your organization out of team and billing management.

Good to know

• One role per member. Each team member holds a single role at a time. Choosing a new role replaces the previous one.
• The backend is authoritative. Hiding a menu item is a convenience; the real enforcement happens on the server. Even if someone navigates directly to a page they can’t access, the underlying data is protected.
• No access is the safe default. A member who hasn’t been assigned a role can sign in but sees nothing until you assign one — there’s no accidental over-sharing.

Support

Need help structuring roles for a larger team, or have a use case the six managed roles don’t cover? Email support@wegive.com.