How to Add Team Members to Givingli Pro

Givingli Pro makes it easy to invite teammates, manage permissions, and set budgets for your organization — all in one place 💛

Follow the steps below to add and manage your team.

👥 Step 1: Invite Your Team

From your Givingli Pro dashboard:

Select Invite Your Team
Click Send Invitations
Enter each team member’s email address
Choose a role for each user

Admin

Admins can:

Manage billing
Manage team access
Set budgets
Send gifts

Member

Members can:

View gifts and reports

Members cannot:

Send gifts
Manage billing or organization settings

Click Send Invitations to invite your team members

📬 Step 2: Accept the Invitation

Each invited team member will receive an email invitation to join your organization on Givingli.

To join, they’ll need to:

Open the invitation email
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

💳 Step 4: Set Team Budgets

You can easily manage spending limits for your organization.

To set or update budgets:

Go to your Dashboard
Select Manage Budgets
Adjust budgets for each team member as needed

❓ Common Questions

Can I invite multiple team members at once?

Yes! You can enter multiple email addresses when sending invitations.

Can admins manage budgets and billing?

Yes. Admins have access to billing, budgets, team management, and sending gifts.

Can I remove a team member later?

Absolutely. Team members can be removed anytime from the Team & Budgets settings page.

What happens if someone doesn’t accept their invite?

Their invitation will remain pending until they accept and sign in to Givingli.

💛 Need Help?

If you need help managing your Givingli Pro organization, our support team is happy to help.