Getting Started with Givingli Pro

Givingli Pro makes it easy to manage gifting for your business or team — all in one place 💛

Whether you're recognizing employees, celebrating milestones, or sending client appreciation gifts, setting up your organization only takes a few minutes.

🏢 Step 1: Create Your Givingli Pro Organization

Sign Up or Log In

Go to Givingli Pro
Sign in using your business email address
If you’re new to Givingli, select Create Account and complete the signup process

Create Your Organization

Once logged in:

Enter your organization name
Answer a few questions about your company and role
Click Create Organization to finish setup

Add Billing Information

To set up payments:

Go to Settings → Billing
Add your preferred payment method

Available payment options may include:

Credit card
Bank transfer
Prepaid balance

Adding billing information ensures your organization can send gifts seamlessly.

👥 Step 2: Add Team Members

Invite Team Members

From your Givingli Pro dashboard:

Click your name in the left-hand menu
Select Invite Team Member
Enter each team member’s name and email address
Assign a role for each user

Available Roles

Admin

Admins can:

Manage billing
Manage team access
Send gifts
Manage organization settings

Member

Members can:

View gifts and reports

Members cannot:

Send gifts
Edit organization settings or billing

Send Invitations

Once invited, team members will receive an email invitation to join your organization.

To join, they’ll need to:

Click Accept Invite
Sign in to Givingli

⚙️ Step 3: Manage Roles & Permissions

Need to update access later? No problem.

To change a team member’s role:

Go to Settings
Select the Team & Budgets tab
Update the user’s role or permissions

To remove a team member:

Click the three-dot menu next to their name
Select Remove

💛 Need Help?

If you run into any issues or have questions about your Givingli Pro organization, our support team is happy to help.