Add Team Members
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Invite Users
In your Givingli Pro dashboard, Select Invite Your Team.
Click Send Invitations.
Enter each team member’s 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.
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.
Setting Budgets
- To set a budget for each team member, select the Dashboard, and click the Manage Budgets tab to edit budgets.
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!