Understand: Organization Users vs. Experience Admins

Collaborate with staff, employees, friends, or others by adding them as Account Users or Experience Admins.

Once you've created your organization's RallyUp account, you can collaborate with others by giving them access to the organization account or to individual Experiences, depending on your needs.

Organization Users

There are two kinds of organization Users. Both can create fundraising Experiences on your organization's behalf. Any Experience they create with their User account will automatically pull in your organization's information, and the funds they raise will go to the funding method on file. 

  • Organization Admins: Can access and update any account settings and add additional Users.
  • Staff: Can't change funding settings or add additional Users.

If you're unsure which role to pick, we suggest selecting Staff first, then updating to Organization Admin later if needed. 

Experience Admins

Experience Admins can access the Experience they've been assigned to, update Experience settings, and help run Experience reports. They can't access Experiences they haven't been assigned to or update account settings. Experience Admins can only be added by the person who created the Experience.

Before You Begin

Add Account Users

  1. Select Settings from the left menu, then select User Management from the dropdown.
  2. Select the ACTIONS button in the upper right corner of the screen.
  3. Select Add User

  1. Enter the email of the person or people you want to invite and select their role (Admin or Staff):

  1. Select Send invites.

RallyUp will send the invited Users an invitation email. Their status will display as Invited until they click on the email link and sign up. Once they do, their status will change to Accepted:

If you need to re-send an invitation, hover over the User's name, select the three-dot icon on the right, then select Resend Invite:

Update or Remove Account Users

You can update any User's role or remove their Account Admin or Staff permissions anytime you need.

Change an Account User's Role

  1. Select Settings from the left menu, then select User Management from the dropdown.
  2. Hover over the User's name and select the pencil icon on the right:

  1. Select their new role:

  1. Select the checkmark on the right to save your changes:

Remove an Account User

  1. Select Settings from the left menu, then select User Management from the dropdown.
  2. Hover over the User's name and select the three-dot icon on the right.
  3. Select Remove User:

Add Experience Admins

  1. Select Experiences from the left menu.
  2. If you have chosen a list view, click on the Experience title. If you have chosen a grid view, click on the Experience image.
  3. Select Manage Administrators.
  4. Select Add Administrator:

  1. Enter the email address of the person you would like to add, then select Invite:

RallyUp will send the new Experience Admin a notification email with a link to the Experience. Their name and email address will appear in the list of Experience Admins as soon as they're invited.

Remove an Experience Admin

  1. Select Experiences from the left menu.
  2. If you have chosen a list view, click on the Experience title. If you have chosen a grid view, click on the Experience image.
  3. Select Manage Administrators.
  1. Hover over the User's name and select the three-dot icon on the right.
  2. Select Remove:

 

 

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