The roles
| Role | Programs they see | What they can do |
|---|---|---|
| Owner | Every program | Everything, including archiving the organization. The person who created it. |
| Admin | Every program | Everything except archiving: settings, team, apps, billing, budgets, donors and pay rates. |
| Coordinator | The programs you assign | Works in those programs and approves staff timesheets for them, never their own. |
| Staff | The programs you assign | Works in those programs. In Work, sees the items assigned to them. |
| Board member | Every program | Uses Board Hub for meetings and packets. Sees budget totals, not ledgers. |
| Volunteer | The programs you assign | Signs up for shifts and sees their hours in their volunteer portal. |
Kept to owners and admins
- Organization, Team, Subscription, Integrations and Trash settings
- Turning apps on or off, and inviting people
- Pay rates, budget entries, donor records and grant amounts
- The Web app and your public page
- Approving volunteer hours, except that staff can approve them for their own programs
To stop staff approving volunteer hours, turn off Coordinators can approve hours in Organization settings.
Change someone's role
Open Team settings
On a computer, press the gear next to your organization's name, then choose Team.
Press View on the person
Their Access card shows their role and programs.
Pick a new role
It saves straight away and says "Role updated." Tap program buttons to change which programs they see.
You cannot change your own role, nobody can be made owner, and the owner's role cannot be changed. Every change is kept in the person's History.