Team Management
Invite, assign, change roles and offboard.
Everything about your people in one place.
Team page (Admins)
- Invite member with an email and role. Share the acceptance link yourself (emails are not sent automatically). See invite team members.
- Search by name or email and filter by role.
- Change a role with New role, reviewing what the person will gain or lose.
Project team (each project)
- Assign member with a project role.
- Remove member to close the assignment.
- Assign only the people who work on the project.
Seats and plans
Full seats: Starter 1, Team 5, Growth 15. Viewers are separate. Invited and suspended members count as seats. See Plans and limits.
Onboarding and offboarding
- Onboarding: How to onboard a team member.
- Offboarding: change the person's role to Viewer or ask support@donordesk.online to remove them, and end their project assignments. Their past actions remain in the audit log.
Good practice
- Keep two Admins.
- Give the least role needed.
- Review the team every quarter.