Managing your team
Add people, create a separate team for someone, set roles, and see where everyone sits in your organization.
What it's for
The Team page is where admins manage everyone who can sign in to your organization, and the groups they belong to. The People view lists each person with their email, the group they sit in, its level, their role, and their last sign-in. Sort any column by clicking its heading, search by name or email, and filter by level, group, or role.
If your organization has groups beneath it, a Groups view sits beside People. It is named with your own word for that level, so it might read "Advisors" or "Regions."
Roles
- Admin: manages people, groups, branding, assignments, and settings, in addition to sending gifts.
- User: sends gifts and views activity within the limits set for them. Users do not see admin pages such as Gift & Fund Assignments or Branding.
Adding someone
Choose Add, then enter the person's name and email. From there, one switch decides what happens:
- Switch off: the person joins an existing account. Choose their role and, if you have groups, which one they belong to. A trail under the picker shows exactly where that is, for example "Northwestern Mutual › Virginia."
- Switch on, "Create a separate team for them": the person gets a new group of their own, with themselves as its admin. They have access only to that group's data and users, and the new group sits under yours. Confirm the name (it defaults to their name), and the trail shows where the new group will land.
Either way, the person receives a sign-in link by email.
Editing and removing
- Change a name: click the name in the list.
- Change a role: use the role selector on the person's row.
- Remove someone: use the remove icon on their row. They can no longer sign in.
- Upload a list: bring in the spreadsheet you already have. One row per person, with the group they belong to. We match the columns for you, show every column and where it landed so you can move any that look wrong, and show exactly what will be created before anything is saved. A blank template is there too if you prefer to start from one.
- Network: if your organization uses networks, a Network column shows which one each person belongs to, and you can set it when adding someone or from their row.
- Access to other groups: the shield icon lets a person send on behalf of other groups in your organization. Select a group and an access level: the group and every group under it, or that group only.
Rules and limits
- Only admins can manage people and groups.
- Every account has a primary contact, flagged in the list. The primary contact cannot be removed.
- People added to a group see that group's campaigns, budgets, and branding. They do not see the parent organization's admin pages unless they have been granted the right access.
- Individual accounts include a single user. Adding people and groups is a Team feature.