How to Manage Team Roles and Permissions
Control access with roles.
Only Admins can change roles.
Steps
- Open Team in the main menu. Search by name or email, or filter by role.
- In the person's row, choose New role.
- DonorDesk shows what they Will gain and Will lose. Review it.
- Click Confirm change.
The change applies the next time the person loads a page. It is recorded in the audit log.
Project-level assignments
A role is workspace-wide. To control which projects someone works on, use the project's Team tab: Assign member, set the Project role, or Remove member.
Tips
- Give people the least role they need. Field staff usually need Field Officer only.
- Use Viewer for board members, donors and auditors: it is read-only and does not use a paid seat.
- Keep at least two Admins so someone can always manage billing and the team.
See the full matrix in User roles and permissions.