Managing Team Members

GiveForms allows you to invite team members to view and manage an organization's GiveForms account. There are 2 roles you can assign new team members:

1. Administrators‍

Can access and edit everything in your organization’s GiveForms account.  Use caution when assigning the administrator role.

This includes:

• Changing Organization, Integration & Payment Settings
• Creating, Editing & Deleting Forms
• Viewing & Refunding Donations
• Inviting & Deleting Team Members
  
  

2. Viewers‍

Can only view and filter donations and view the details of each donation. They cannot process refunds or change campaign or organization settings on an account.