Invite a staff member
Give a secretary, gabbai or bookkeeper their own login. Yahiv creates the account and shows you a one-time password to give them.
Before you start
- You are an Owner or Admin.
- 1
Open Team & roles
Go to Settings → Team & roles. At the top is “Invite someone”.
Invite someone. - 2
Name, email and role
Type their Full name and Email, and choose the role: Staff, Fundraiser, or (Owners only) Admin.
Choose the role. - 3
Click “Invite”
Click “Invite”. A green message says “Account created. Give Sara this one-time password…”, with the password.
Invite. - 4
Give them the password
Copy the one-time password and give it to them in person or by phone. Yahiv does not email it. They sign in with their email and that password, then change it under My account → Change password.
- 5
Set what they can see
Their card now shows in the list. Click “Edit access” to adjust what they can see and do, then “Save access”.
Tips
- If they already have a Yahiv login (for example from another organization), no password is shown — “… already had an account and now has access.”
- They can also use “Forgot your password?” on the sign-in page to set their own password by email.
- If your organization requires 2-step sign-in, they're asked to set it up the first time.
If something isn't working
It says “That person already has access”.
They're already on your team. Find them in the list below.
It says “Only the owner can add admins”.
Invite them as Staff, then ask the Owner to change the role to Admin.
It says your plan includes a number of team logins.
Your plan is full. Contact Yahiv to add more logins, or remove someone who no longer needs access.
It says “Name, valid email and role are required”.
Fill in the full name and a real email address.
I lost the one-time password.
Ask them to click “Forgot your password?” on the sign-in page — they'll get a link by email.