Manage who has access to your WeGive dashboard and control what each team member can see and do by assigning roles.

Adding a Team Member

To invite a new team member to your WeGive dashboard:

1. Navigate to Settings > Team.

2. Enter the new team member's email address.

3. Select a role for the team member (Admin, Marketing, Finance, or Development).

4. Click Invite.

The invited person will receive an email with a link to accept the invitation and set up their account. Once they accept, they'll be redirected to the dashboard with access determined by the role you assigned.

Copying an Invite Link

If a team member didn't receive the invite email, you can copy their invite link directly from the Team settings page and share it with them manually.

Canceling a Pending Invite

If you need to revoke an invitation before it's been accepted, you can cancel the pending invite from the Team settings page. You'll be asked to confirm before the invite is removed.

Removing a Team Member

To remove an existing team member, locate them on the Team settings page and select the option to remove them. A confirmation prompt will appear before the removal is finalized.

Roles

When you invite a team member, you assign them one of four roles. Each role determines which sections of the dashboard that person can access. Roles are assigned at the time of invitation.

Admin

Full access to every section and setting in the dashboard. This role is intended for organization administrators and leadership who need unrestricted control over the platform.

Access: All sections.

Marketing

Designed for team members focused on outreach, campaigns, and supporter engagement.

Access: Dashboard, Campaigns, Elements, Engagement, Supporters, Exports, and Scheduled Reports.

Finance

Designed for team members who manage payments and financial reporting.

Access: Dashboard, Campaigns, Elements, Payments, Engagement, Supporters, Exports, and Scheduled Reports.

Development

Designed for team members who manage technical configuration, integrations, and data.

Access: Dashboard, Campaigns, Elements, Payments, Engagement, Supporters, Donor Portal, and Data (full access including imports, exports, and advanced data tools).

Permissions Breakdown by Section

The table below shows which dashboard sections are accessible to each role.

Within certain sections, individual sub-pages may have additional restrictions. For example, Supporter Tags and Custom Fields are only accessible to Admin and Development roles.

How Permissions Are Enforced

Permissions are enforced at the navigation level. When a team member logs in, the dashboard evaluates their role and only displays the sections and sub-pages they have access to. If a section is not available to a team member's role, it will not appear in the sidebar navigation at all.

This means team members will only ever see a clean, relevant view of the dashboard — there are no grayed-out or locked sections.

Frequently Asked Questions

Can I change a team member's role after they've been invited? Roles are assigned during the invitation process. To change a team member's role, remove them from the team and send a new invitation with the updated role.

Who can invite new team members? Admin users have full invite permissions. Development users can also invite other Development users. Marketing and Finance users cannot invite new team members.

What happens when someone accepts an invite? They click the link in their invite email (or the link you shared), complete account setup, and are immediately brought into the dashboard with the permissions defined by their assigned role.

A team member says they can't see the Payments section — why? The Payments section is only visible to Admin, Finance, and Development roles. If the team member has a Marketing role, they will not see Payments. You'll need to re-invite them with a different role to grant access.

A team member says they can't see the Donor Portal section — why? The Donor Portal section is only visible to Admin and Development roles. Finance and Marketing users do not have access to this section.

Why is a new user being asked for an organization code during login?

When a new user clicks on their invite link and is prompted to enter an "organization code," this typically indicates an issue with how they accessed the platform. Here are the most common causes and solutions:

Common Causes

Users are usually prompted for an organization code for one of these three reasons:

1. Already logged into another dashboard: The user was already logged in to a different WeGive dashboard when they clicked the invite link

2. Wrong email address: The user tried to use a different email address to login than the one the invite was sent to

3. Direct link instead of invite: The user was provided a direct dashboard link instead of clicking on the URL in the invite email

How to Resolve

Follow these steps to resolve the organization code prompt:

1. Log out completely: Ensure the user logs out of all WeGive dashboards before proceeding

2. Resend the invite: Send a fresh invite to the user, as invites can sometimes expire

3. Use the correct email: Make sure the user logs in with the exact email address the invite was sent to

4. Click the invite link: The user should click directly on the URL provided in the invite email, not use any other link

Following these steps should resolve the organization code prompt and allow the new user to access their dashboard successfully.