Invite and manage team members | Fundhero | Fundraising CRM Software

Invite and manage team members

Invite teammates to your FundHero team, accept an invitation, make someone an admin, or remove a user.

Updated

Team admins invite people from Settings > Team by entering an email address and selecting Send Invite. Each plan has a user limit: 5 on Basic and Professional, and unlimited on Organization.

Only admins can see the invite controls. The team owner is always an admin, and an admin can make other members admins.

Invite someone

  1. Select the gear icon in the top right, then Settings.
  2. Open the Team tab. The heading shows Members (n/limit), for example "Members (2/5)".
  3. Enter the person’s email address in User email.
  4. Select Send Invite. FundHero shows "Your invite has been sent".

The new person appears in the list as Pending until they accept. If you typed the wrong address, open the row menu and choose Remove User, then invite again.

If you don’t see the controls, you aren’t a team admin. Ask your admin to make the change. The tab then shows a message to contact your team admin or email mail@fundhero.io.

Reaching your user limit

Pending invitations count toward the limit. When the team is full, the Send Invite button is replaced by Upgrade, with the message "You have reached your limit for invites. Would you like to upgrade?" and a View Plans link. See Plans and free trial.

Accept an invitation

The invited person receives an email with a link.

  • New to FundHero: the link opens a Join Team form with the team name filled in. Enter First Name, Last Name, Email and Password (at least 8 characters), complete the reCAPTCHA and select Join Team.
  • Already have an account: sign in, select the gear icon, and find the team in the list with "(pending)" after its name. Select Accept to join, or Decline to turn the invitation down.

Once accepted, the person’s status changes from Pending to Active. They can switch to the team any time from the gear menu.

Make someone an admin

  1. Open Settings > Team.
  2. Select the three-dot menu on the person’s row.
  3. Choose Make Admin. FundHero shows "User admin status has been changed".

To remove admin rights, open the same menu and choose Revoke Admin. You don’t get a menu on your own row.

Admins can change team settings such as the team email and logo, and can manage billing and Stripe. Other members see a message to contact their team admin.

For a pending person, the row menu also shows Copy Invite URL. It copies a link to the Join Team form for your team (/a/join/<team name>) and shows "Invite URL Copied". The link names your team, not a particular email address.

Remove a user

  1. Open Settings > Team.
  2. Select the three-dot menu on the person’s row.
  3. Choose Remove User and confirm "Are you sure you want to delete this user from your team?"

Removing a pending invitation takes it off the list the same way.