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How to Give Access Permissions in a Donor Account (Shared Management)

Access permissions, Donor account, Shared management, Family account, Add user, Account admin, Role-based access, Account roles.

What Will We Learn Here?

A donor account owner can give other people permission to help manage the account. You can manage a family account in one place, let a finance manager handle DAF deposits, or give view-only access to the people who need it. You, the account owner, decide what each user can do.

Please note: The Jgive team turns on shared management for your account. If you don't see the "Permissions" tab, contact us in the chat and we will turn it on.

Steps to Add a User and Set Permissions

1. Accessing Account Settings

  • Log in to the Jgive website. After you log in, you land in your personal area.

  • If you are on another page of the site, click your user icon in the top corner and select "My Account".

  • In the side menu, click "Settings".

2. Navigating to Permissions

  • In Account Settings, click the "Permissions" tab.

  • The "Manage Permissions" screen shows every user on the account, their role and their status (Approved / Pending).

3. Adding a User and Assigning a Role

  • Click the "+ Add New" button.

  • In the "New user" window, enter the user's name in the "Name" field.

  • In the "Email" field, enter a valid, active email address. The invitation goes to this address.

  • Under "Choose role", select one of the roles. Each role shows a short description. For example, "Admin" gives full access to all account functions, including deposits, making grants, and managing account access.

  • Tick the confirmation box at the bottom of the window and click "Add".

  • The user gets an email invitation, and their status stays "Pending" until they accept it through the link. If they don't have a Jgive account yet, accepting the invitation opens one, and they get an email to set a password.

Permissions Breakdown

Action / Permission

Owner

Admin

General Manager

Grants Manager

DAF Manager

Viewer

View all donor/foundation data

✅

✅

✅

✅

✅

✅

Update foundation name & settings

✅

✅

❌

❌

❌

❌

Manage collaborators (Add, Edit, Delete)

✅

✅

❌

❌

❌

❌

Invite new collaborators

✅

✅

❌

❌

❌

❌

Create employees & corporate donors

✅

✅

❌

❌

❌

❌

Update donor info (name, phone)

✅

✅

✅

✅

❌

❌

Create additional donations

✅

✅

✅

✅

❌

❌

Checkout (Standard Donation)

✅

✅

✅

✅

❌

❌

Checkout (DAF Deposit)

✅

✅

✅

❌

✅

❌

Cancel DAF deposit transactions

✅

✅

✅

❌

✅

❌

Cancel recurring DAF deposits

✅

✅

✅

❌

✅

❌

Create DAF stock requests*

✅

✅

✅

❌

✅

❌

* Requires Platinum tier and an active DAF.

Summary

Adding users to a donor account is a convenient way to manage family or organizational giving together. Go to Account Settings, open the "Permissions" tab, click "+ Add New", enter the user's name and email, and choose their role (Admin, General Manager, DAF Manager, Grants Manager or Viewer).

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