Invite co-workers


You can invite as many co-workers as you’d like. All accounts tied to your organization have the same privileges. This is to say, if you upgrade to Pro, all other accounts tied to your organization will also be Pro.

Inviting your co-workers to the Fundraising Report Card is super simple.

  1. Navigate to Add User

  1. Send an email invitation

The team member you just invited will receive an email that looks something like this:

invite-email

They’ll need to click on the link inside the email to activate their account:

invite-email-2

Your co-worker is now set up with their Fundraising Report Card account!

Nonprofit Marketing Zone