The Jgive platform allows you to set customized access permissions for users in your charity account. This way, you can give access only to those who need it, according to their role, without exposing all data or management options.
For example, if your charity works with an external campaign manager who is not part of the organization, you can grant them access only to the specific campaign they are associated with.
Available Permission Types
Admin
- Full access to all data and actions in the account
- Suitable for management or administrative staff of the organization
Campaigns Manager
- Access to all data and actions related to campaigns, with access to the Analytics, Fundraising and Donations pages, without access to Account Settings
- Suitable for those responsible for managing the fundraising process
Campaign Manager with Limited Access
- Limited access to data and actions of only the specific campaigns assigned in the permission settings, on the Analytics, Fundraising and Donations pages
- Suitable for volunteers managing a single campaign, advertisers, or external partners
How to Set Access Permissions?
After logging into your charity account, go to the 'Account Settings' page in the side menu, open the 'Access' tab, and click '+ Add New'
Fill in the user's name and email. The type of permission is set under 'Choose role:': click one of the two cards, 'Admin' or 'Campaign manager'.
For example, to give a user access to only one specific campaign, select the 'Campaign manager' card and turn off the 'Access to all campaigns' toggle.
In the 'Campaign access' field, choose the specific campaign(s) this user should have access to.
Tick the box 'I acknowledge that I am responsible for all actions performed by this collaborator and understand the implications of granting access.' and click 'Add'. You cannot add the user without it.
At this stage, the user's status will be "Pending" until they confirm the invitation email sent to them.
Once the user confirms the invitation via email, their status will change to "Approved"
Note: the number of users you can add depends on your charity's plan. If you have reached the limit, clicking 'Add New' shows the message 'You've reached your user limit'. To add more users, upgrade your plan: click 'here' in that message to open the Jgive pricing page.
What does the invited user see?
The user receives an invitation email from Jgive.
They click the link in the email.
They set a password for their account. If a Jgive account with that email already exists, they simply sign in with their existing password.
Done! The status in the "Access" tab changes to "Approved".
Tips for Smart Use of Permissions
Keep Admin permissions limited to a few trusted individuals only
If someone leaves their role – make sure to remove or update their permission
Conduct regular permission reviews to ensure everything is still relevant