Inviting Other People to Use Donorfy

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If you are a member of the admin role you can invite other people to use Donorfy, to do this:

  • Click on Users under Settings
  • Click on the ‘Send Invites to New Users’ tab

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  • Enter the name and email address of the person you want to invite
  • Choose the type of account you want to give them (to see what each User Account type has access to, view this article: User Permissions )
  • Press the Send Invite Email button

The person you invited will receive an email which contains a link enabling them to set up their sign-on information.

Once they have accepted the invite you can assign them additional roles - see: User Permissions

 

The invitation you send is valid for 7 days from the date it was sent, it is linked to the email address you used when you sent the invite and so should not be shared with anyone else - an invite can only be used once.

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