Inviting team members to Raise More allows your organization to collaborate on campaigns, manage contacts, and track progress more efficiently. You can easily invite new users, assign appropriate roles, and manage pending invitations from the Users menu in your dashboard.
To invite team members to your Raise More account, follow these steps:
Hover the cursor over Users and click Invite Users from the pop-up menu, Alternatively, you can also click Users -> Invitations -> Invite button
In the invitation form, enter one or more email addresses (you can paste multiple addresses separated by spaces or commas).
Select a Role for each user from available options in dropdown:
Member. Have the ability to view the list of registered users but can not make any changes to user access or permissions.
Admin. Have full control in managing user accesses. They can add, remove or update roles for other users.
Once a role is selected, the Send Invitation button becomes active as shown in the illustration below.
Click Send Invitation.
You’ll see a confirmation message. Click Finish to return to the user management page.
After the invitation is sent, you can:
View pending invites in the Invitations section.
Check each invite’s email, date sent, and assigned role.
Send additional invites anytime using the Invite button.