{"id":5100,"date":"2023-08-01T09:59:14","date_gmt":"2023-08-01T16:59:14","guid":{"rendered":"https:\/\/connectionpoint.com\/help\/?post_type=docs&#038;p=5100"},"modified":"2023-11-06T12:33:46","modified_gmt":"2023-11-06T20:33:46","password":"","slug":"organization-staff","status":"publish","type":"docs","link":"https:\/\/connectionpoint.com\/help\/docs\/organization-staff\/","title":{"rendered":"Organization Staff"},"content":{"rendered":"\n<p class=\"has-text-align-center has-pale-cyan-blue-background-color has-background has-medium-font-size\"><strong>Invite unlimited staff to join your organization profile and help manage your campaigns.<\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Your &#8216;Staff&#8217; are those colleagues, volunteers, co-creators, or other users you&#8217;d like to help manage your organization profile and campaigns. <\/p>\n\n\n\n<p>Roles and permissions vary depending on what access you wish to provide, but everyone on the organization team will have <span style=\"text-decoration: underline;\">Manager-level permissions<\/span> on all campaigns under the org&#8217;s umbrella. <\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Role Permissions Comparison Chart<\/strong><\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"499\" height=\"412\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of roles and permissions.\" class=\"wp-image-5508 lazyload\" sizes=\"auto, (max-width: 499px) 100vw, 499px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/image.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/image.png 499w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/image-300x248.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/08\/image-360x297.png 360w\"><\/figure>\n\n\n\n<div style=\"height:49px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Role descriptions<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Owner &#8211; <\/strong>Owners have full control of the organization and every campaign involved with it. They are the only team member that can change tax receipt settings and payment processing accounts.<\/li>\n\n\n\n<li><strong>Manager &#8211; <\/strong>Managers have mostly full control of the organization and every campaign involved with it. They can do anything that the owner can do including edit the campaign, post campaign updates, access transaction and financial information, as well as invite\/remove team members. They cannot edit\/change tax receipt details or view\/edit payment processing accounts.<\/li>\n\n\n\n<li><strong>Editor &#8211; <\/strong>Can view and edit campaigns as well as post updates, and manage contacts in the Communications Center. They cannot access funds or personal contributor information, or invite\/remove team members.<\/li>\n\n\n\n<li><strong>Promoter<\/strong> &#8211; Promoters can import their own contacts and post their own updates on all organization campaigns. They cannot edit campaigns or the organization profile, access funds or private contributor information, or invite\/remove team members.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>NOTE &#8211; while Organization Editors and Promotors can see the &#8216;Transactions&#8217; tab in each campaign the organization has, they can only see transactions they have made themselves or transactions that have been attributed to them (if they are on the campaign team as well). <\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Other helpful articles:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/connectionpoint.com\/help\/docs\/how-do-i-add-remove-and-change-staff-member-permissions\/\" target=\"_blank\" rel=\"noreferrer noopener\">Adding and removing staff members<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/connectionpoint.com\/help\/docs\/organization-staff-notifications\" target=\"_blank\" rel=\"noreferrer noopener\">Staff notifications<\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-0dfbf163 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/fundrazr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"FundRazr logo, click to go to platform\" class=\"wp-image-3757 lazyload\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"petfundr.com\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"307\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"PetFundr logo, click to go to platform\" class=\"wp-image-3778 lazyload\" style=\"aspect-ratio:3.3355048859934855;width:173px;height:auto\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-300x90.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-768x230.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-360x108.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60.png 1128w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/crowdfundr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Crowdfundr logo, click to go to platform\" class=\"wp-image-3758 lazyload\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/cocopay.co\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Cocopay logo, click to go to platform\" class=\"wp-image-3759 lazyload\" style=\"aspect-ratio:3.443396226415094;width:220px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Invite unlimited staff to join your organization profile and help manage your campaigns. Your &#8216;Staff&#8217; are those colleagues, volunteers, co-creators, or other users you&#8217;d like to help manage your organization&#8230;<\/p>\n","protected":false},"author":4,"featured_media":6036,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[70,72],"doc_tag":[94,121,120],"class_list":{"0":"post-5100","1":"docs","2":"type-docs","3":"status-publish","4":"has-post-thumbnail","6":"doc_category-organization-fundamentals","7":"doc_category-organization-teams","8":"doc_tag-organization-profile","9":"doc_tag-team-staff-information","10":"doc_tag-user-account"},"year_month":"2026-04","word_count":278,"total_views":"1361","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Shan","author_nicename":"shan","author_url":"https:\/\/connectionpoint.com\/help\/author\/shan\/"},"doc_category_info":[{"term_name":"Organization Fundamentals","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/organization-fundamentals\/"},{"term_name":"Organization Teams","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/organization-teams\/"}],"doc_tag_info":[{"term_name":"Organization profile","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/organization-profile\/"},{"term_name":"Team &amp; Staff information","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/team-staff-information\/"},{"term_name":"User account","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/user-account\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Organization Staff - ConnectionPoint Help Center<\/title>\n<meta name=\"description\" content=\"Invite unlimited staff to join your organization profile and help manage your campaigns. 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