New Roles & Permissions + Campaign Specific Access for Users 🔐✨

We're excited to introduce Roles & Permissions - a simple yet powerful way to control who on your team can access what! Create the perfect mix of permissions with four ready-made roles that protect sensitive data while letting your team collaborate effectively.

What's New 🚀

Four pre-defined roles: 👥

Assign team members to roles that match their responsibilities:

Administrator:
Full access to Givebutter, including managing team members & Givebutter Plus
Finance:
Focused access to transactions, payouts, refunds, and financial reports
Campaign Editor:
Create and manage fundraising campaigns and events
CRM Manager:
Oversee donor database and relationship tools

Multiple roles per user: 🙋

Create custom permission combinations that match your real-world team structure. For example, assign both Campaign Editor and CRM Manager roles to your development director.

Campaign-specific access: 🔏

Limit users to specific campaigns - perfect for volunteers, board members, or department staff who only need access to particular fundraising initiatives.

Enhanced security: 🛡️

Protect sensitive donor and financial data by granting appropriate access levels based on team responsibilities.

Permissions list: 📋

Clear breakdown of what each role can access, providing transparency and certainty about team member capabilities.

How to manage team members 📝

Adding a new team member:

Navigate to
Settings → Users
in your dashboard
Click the
Invite user
button
Enter their name and email address
Select one or more roles by checking the appropriate boxes
Choose between full access or specific campaigns
Decide if you want to "Allow access to future campaigns" for that user (optional)
Click
Invite user
to send the invitation

Editing roles:

Navigate to
Settings → Users
Find the team member and click the three dots (...)
Select
Edit
from the dropdown
Update their role selections
Click
Save changes

Why it matters 📈

Role-based permissions solve key challenges for growing organizations:

Protect donor trust:
Keep sensitive supporter data secure by limiting access to appropriate team members
Empower volunteers safely:
Allow helpers to manage specific campaigns without exposing financial data
Control finances:
Restrict financial operations to authorized personnel only
Scale your team:
Easily add new members with precisely the right access level

Best of all, Roles & Permissions is available to all Givebutter users at no additional cost!

For more detailed information on roles and their specific permissions, check out our Help Center article about Roles & Permissions.

💡

Tip: Consider combining roles for leadership positions. For example, assign both Finance and CRM Manager roles to your development director for a perfect balance of donor insights and financial oversight.