How do I add or delete officers from my nonprofit’s account?

Your account can have as many officers as you wish. The account owner can set different permission levels for each user.

Note: In order for you to add or remove officers, you must either be the account owner, or the account owner must set your permissions to View and Edit.

Adding Officers

To add officers to your account, visit www.givelify.com on your computer and log in to your organization’s account. Then follow these steps:

1. Click on Settings at the top right of your screen.
2. Click on the Officers tab.
3. Click the blue + New Officer button at the top right.
4. On the blue tab at the top, you can select whether the officer is a lead officer or a member of the administrative staff. Then use the drop-down box to select a title and enter the person’s first and last name.
5. Click the button next to Grant access to Givelify account to switch it to the on position.
6. Enter the person’s email address and phone number.
   • To have updates sent to this officer when donations are received, click the button to the right to switch it to the on position.
7. Click the blue Next: Set Permissions button at the right.

To set permissions, follow these steps:

1. Click the blue on/off buttons to select which pages and tabs will be visible to the officer from within the dashboard.
2. Using the drop-down boxes, select View Only or View and Edit.
3. When your adjustments have been made, click the blue Invite button.

Removing Officers

If you need to remove officers from your account, you can do so from the same screen as before by following these steps:

• Click on Settings at the top right of your screen.
• Click on the Officers tab.
• Select the officer you wish to remove and click on the Delete button to the far right of their name.
• A prompt will ask “Are you sure you want to remove this officer?” If yes, select OK.