The roles
| Role | Programs they see | What they can do |
|---|---|---|
| Owner | Every program | Everything, including archiving the organization. There is one owner: the person who created it, or someone they handed it to. |
| 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. In Volunteers, does everything staff can. |
| Staff | The programs you assign | Works in those programs. In Work, sees the items assigned to them or to a group they're in. |
| Board member | Every program | Uses Board Hub for meetings and packets. Sees budget totals, not ledgers. In Volunteers, can view the people list, contact details included, but cannot change it. |
| Volunteer | The programs you assign | Signs up for shifts and sees their hours in their volunteer portal. The portal lists open shifts from every program, and any Work steps given to them or to a group they're in. |
Kept to owners and admins
- Organization, Team, Groups, 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 and coordinators can approve them for their own programs
To stop staff and coordinators 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, and the owner's role cannot be changed here. Every change is kept in the person's History.
Make someone else the owner
Open Team settings
You need to be the owner. Press the gear next to your organization's name, then choose Team.
Press View on the person
They must already be on the team, with their invitation accepted.
Press Make owner
It is at the bottom of their Access card. Confirm, and they become the owner while you become an admin.
Ember emails the new owner to let them know. Both of you get a line in your History.
Is your organization changing leaders outside Ember too? The leadership handover checklist covers the bank, the IRS, your state and your other accounts.