Change someone's role

Promote a staff member to Admin, or change someone between Staff and Fundraiser.

Who does this: Owners & admins3 steps

1
Find the person
Go to Settings → Team & roles and find their card.
The role box on each card.
2
Pick the new role
In the role box choose Staff, Fundraiser or (Owners only) Admin. For a Fundraiser, choose their fundraiser record in the box next to it.
For a Fundraiser, link their fundraiser record.
3
Save
Click “Save”. You see “Updated”.

Tips

Staff and Fundraisers get their starting access when you change the role; check “Edit access” afterwards.

It says “The owner can't be changed here”.

The Owner's role is fixed. Contact Yahiv support to move ownership to someone else.

It says “You can't change your own access”.

Ask another Owner or Admin to change it.

It says “Only the owner can make admins” or “Only the owner can change another admin's access”.

Ask the Owner to do it.

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