Invite and Manage Team Members

In this course, you’ll learn how to add teammates to your WeGive dashboard so they can collaborate on fundraising, donor management, and communications.

We’ll walk through how to invite users in both your Live and Test accounts, assign appropriate roles and permissions, and ensure each team member has secure access to the tools they need.

By the end, you’ll know how to manage your team efficiently while maintaining control over who can view and edit key data and settings.

Complete and Continue