Givingli Pro makes it easy to manage gifting for your business or team all in one place. Whether you're sending gifts for employee recognition, client appreciation, or company milestones, setting up your organization and inviting team members takes just a few minutes.
Step 1: Create Your Givingli Pro Organization
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Sign Up or Log In
Go to Givingli Pro and sign in using your business email.
If you’re new to Givingli, select Create Account and complete the signup process.
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Create Your Organization
Once logged in, you’ll be prompted to set up your organization.
Enter your organization name, answer a few questions about your company and role.
Click Create Organization to confirm.
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Set Up Your Billing Information
Navigate to Settings → Billing to add your preferred payment method.
Choose between credit card, bank transfer, or prepaid balance.
This ensures your organization can send gifts seamlessly.
Step 2: Add Team Members
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Invite Users
In your Givingli Pro dashboard, click your name in the left-hand menu.
Click Invite Team Member.
Enter each team member’s name and email address.
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Assign a role:
Admin: Can manage billing, team access, and sending gifts.
Member: Can view gifts and reports but cannot send or edit.
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Send Invitations
Once added, each invitee will receive an email invitation to join your organization.
They’ll need to click Accept Invite and sign in to Givingli.
Step 3: Manage Roles and Permissions
To change a member’s role, go back to the Settings tab, click the Team and Budgets tab to edit budgets.
To remove a member, click the three-dot menu next to their name and choose Remove.
Need Help?
If you run into any issues or have questions about your Givingli Pro organization, contact our support team at support@givingli.com — we’re happy to help!