Collaborate with staff, employees, friends, or others by adding them as Organization Users or Campaign Admins.
Once you’ve created your organization’s RallyUp account, you can collaborate with others by giving them access to the organization account or to individual Campaigns, depending on your needs.
What are Organization Users and what can they do?
There are two kinds of organization Users. Both can create fundraising Campaigns on your organization’s behalf. Any Campaign they create with their User account will automatically pull in your organization’s information, and the funds they raise will go to the funding method on file.
- Organization Administrators: Can access and update any account settings and add additional Users.
- Staff: Can’t change funding settings or add additional Users.
If you’re unsure which role to pick, we suggest selecting Staff first, then updating to Organization Administrator later if needed.
What are Campaign Administrators and what can they do?
Campaign Administrators can access the Campaign they’ve been assigned to, update Campaign settings, and help run Campaign reports. They can’t access Campaigns they haven’t been assigned to or update account settings. Campaign Administrators can only be added by the person who created the Campaign.
What should I know before adding Users or Administrators?
- If you haven’t yet created your organization account, you can do so by following the steps in this Knowledge Base article: How-to: Get Started by Creating an Account and Registering Your Organization.
- If an outside individual or company wants to raise funds on your organization’s behalf, you can invite them to create an Advocate account instead of adding them as a User. Advocates won’t have any access to your organization account settings but can still create a fundraiser on your behalf: How-to: Allow Supporters to Fundraise for Your Organization.
How do I add Organization Users to my account?
- Go to Organization Settings in the left menu and select User Management.
- Select the ACTIONS button in the upper right corner of the screen.
- Select Add User:
- Enter the email of the person or people you want to invite and select their role (Admin or Staff):
- Select Send invites.
RallyUp will send the invited Users an invitation email. Their status will display as Invited until they click on the email link and sign up. Once they do, their status will change to Accepted:
If you need to re-send an invitation, hover over the User’s name, select the three-dot icon on the right, then select Resend Invite:
How do I update or remove Organization Users?
You can update any User’s role or remove their Account Admin or Staff permissions anytime you need.
How do I change an Organization User’s role?
- Go to Organization Settings in the left menu and select User Management.
- Hover over the User’s name and select the pencil icon on the right:
- Select their new role:
- Select the checkmark on the right to save your changes:
How do I remove an Organization User?
- Go to Organization Settings in the left menu and select User Management.
- Hover over the User’s name and select the three-dot icon on the right.
- Select Remove User:
How do I add Campaign Administrators?
- Go to Account Navigation in the left menu and select Campaigns.
- If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
- Select Manage Administrators.
- Select Add Administrator:
- Enter the email address of the person you would like to add, then select Invite:
RallyUp will send the new Campaign Administrator a notification email with a link to the Campaign. Their name and email address will appear in the list of Campaign Administrators as soon as they’re invited.
How do I remove a Campaign Administrator?
- Go to Account Navigation in the left menu and select Campaigns.
- If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
- Select Manage Administrators.
- Hover over the Administrator’s name and select the three-dot icon on the right.
- Select Remove:
Frequently Asked Questions
What’s the difference between Organization Users and Campaign Administrators?
Organization Users can create Campaigns and access organization-level settings, while Campaign Administrators can only access specific Campaigns they’ve been assigned to. Organization Users work at the account level, while Campaign Administrators work at the individual Campaign level.
What’s the difference between Organization Administrator and Staff roles?
Organization Administrators can access and update any account settings and add additional Users. Staff members can create Campaigns but cannot change funding settings or add additional Users. If unsure, start with Staff and upgrade later if needed.
Can Campaign Administrators access all of my Campaigns?
No, Campaign Administrators can only access the specific Campaigns they’ve been assigned to. They cannot view other Campaigns or update account-level settings.
Who can add Campaign Administrators to a Campaign?
Only the person who created the Campaign can add Campaign Administrators to that Campaign.
What happens when I invite someone as an Organization User or Campaign Administrator?
RallyUp sends them an invitation email. Their status will display as “Invited” until they click the email link and sign up. Once they complete signup, their status changes to “Accepted.”
Can I change someone’s role after adding them?
Yes, you can update any Organization User’s role at any time. Simply go to User Management, select the pencil icon next to their name, choose their new role, and save your changes.
What’s the difference between adding a User and creating an Advocate account?
Users have direct access to your organization account or specific Campaigns. Advocates are outside individuals or companies who can create fundraisers on your behalf without accessing your organization account settings.
Will Campaigns created by Organization Users use my organization’s information?
Yes, any Campaign created by an Organization User will automatically pull in your organization’s information, and the funds raised will go to the funding method on file.