Admins can invite teammates and control what each person can view or manage.
Use users and permissions when finance, fundraising, operations, or leadership teammates need different levels of dashboard access.
CharityStack includes these built-in roles:
Admins can customize Finance and Editor permissions from the Permissions area.
Admins can also create custom roles when a teammate needs a more specific access pattern. Custom roles start with no permissions until an admin configures them. An organization can have up to five custom roles.
If a custom role is deleted, users assigned to that role are reassigned to Editor.
Give teammates the narrowest role that lets them do their work. Finance users usually need Payments and Payouts. Fundraising users usually need Forms, Elements, Contacts, and Subscriptions.
Admins can also customize role access from the Permissions area when custom access is needed.
The Users area is for managing team members and their roles. The Permissions area is for customizing what each role can access. Billing and organization settings may only be visible to users with the right permissions.
During onboarding, admins may also see an invitation prompt where they can add teammates by email, choose roles, send invitations, or invite the team later.
If a teammate cannot see a page or action, confirm their role first. Then check whether the action needs a more specific permission, such as billing, payouts, payments, forms, elements, contacts, or organization settings.
