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Managing roles & adding Admins

Updated

This article contains the following questions:

What roles can be assigned to users on Crowded?

There are five types of roles you can assign a user on Crowded:

  1. Contact: Someone who sends payments to the organization (such as dues payments or donations) and/or needs to spend on behalf of the organization. Your account can have unlimited contacts.
  2. Account Owner: This is the legal signatory of your account. Only one individual can be assigned this role at a time (usually an organization's president or treasurer). The person who opened the account is automatically set as the Account Owner, and to change this, the position must be formally handed over. See our article on New Account Owner Onboarding
  3. Full Admin: A user who is able to view all of your organization's financial information and initiate every type of financial transaction. This role can be assigned to multiple users (usually assigned to individuals who manage finances for your organization or hold leadership positions on your board).
  4. Operations Admin: Allows setting up Collections, tracking transactions, and more, but without access to any money-movement capabilities. This user type is ideal for someone involved in the day-to-day activities of the organization, but not in a financial capacity.
  5. Read-Only: A user who has limited access to your organization's web portal to review financial information such as transaction history, statements, and account balances. Read-only users cannot initiate transactions or view sensitive information such as your account number, routing number, or card details. This role can be assigned to multiple users (usually an advisor or a similar individual who is not a member of your organization).

How do I switch an existing user's role on Crowded to an Admin, Operations Admin, or Contact?

Web:

  1. From the main dashboard of the web platform, click on Contacts in the navigation menu on the left side of the screen. 
  2. Select a user by clicking on the square next to their name, and on the pop-up at the bottom of the screen, select Change Role. 
  3. Select the relevant new role for that user and confirm. 

App:

  1. From the bottom menu of the mobile app, select Contacts. 
  2. Search in the search bar or find the desired contact and click on their name. 
  3. Click  Edit in the upper right corner of the screen.
  4. At the bottom of the screen, select Change Role.
  5. Select the relevant new role for that user and confirm.

 

How do I add a new user as an Admin or Operations Admin?

Adding a new user as an Admin or Operations Admin can be done exclusively from the Crowded web platform.

Here’s a step-by-step rundown.

  1. Log in to Crowded on a computer
  2. On the sidebar, select Contacts and from the dropdown menu, click "+ Invite Contacts"
  3. Enter in the name and email address of the new Admin 
  4. Select which role they should be invited to
  5. Optional – Add a tag
  6. Click “Invite”

The invited admin will get an email with a unique activation link to claim their admin access to the organization’s account.

 

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