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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.

Updated over a week ago

Here is the English translation of the guide, formatted clearly and maintaining our standard user-friendly tone:

What Will We Learn Here?

Until today, a donor account was managed by a single person. Now, every donor account owner can grant permissions for shared account management! This feature allows you to manage a family account centrally, assign a deposit/finance manager, or grant view-only access to relevant individuals. This enables you to expand the number of users on the account for various purposes, while giving you (the account owner) easy control over their permissions.

Steps to Add a User and Set Permissions

1. Accessing Account Settings

  • Log in to the JGive website and access your personal account.

  • Click on your User Icon (in the top corner) to open the menu.

  • In the menu that opens, click on "My Personal Account".

  • In the side or top menu, click on "Settings".

2. Navigating to Access Management

  • Within the Account Settings, click on the "Access" tab.

  • This area allows you to view existing users and add new ones.

3. Adding a User and Assigning a Role

  • Click the "+Add New" button to add a new user.

  • In the new user section, enter their personal details: First Name and Last Name.

  • Click on the "Email" field and enter a valid, active email address for the user.

  • ⚠️ Please Note: The email address must be linked to a registered and active JGive donor account in order to receive access permissions to another account.

  • Click on the "Role" field to open the list of available permissions.

  • Select the desired permission. For example, selecting "Admin" will grant that user access to settings and all account features (including managing other users).

  • Confirm and Save the action.

Permissions Breakdown

Action / Permission

Owner

Admin

General Manager

Donation 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 an excellent way to manage family or organizational donations together. Simply go to Account Settings, navigate to role-based access management, enter the new user's email address, and select their access level (such as Admin, Viewer, etc.).

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