Add Account Administrators

Last Updated: Aug 10, 2016 02:14PM PDT

Team work is everything when it comes to fundraising. Giving your staff members access to Classy is easy, and if you're a Pro Plan client, you're able to set and control administrator privileges (levels of access).

To add a new account administrator:

1. Navigate to the "Settings" tab from your account dashboard

2. Click "Account Admins"

3. Select the "New Administrator" button

4. Fill out the form and select "Send Invite"

Note that the email you add will be that staff member's Classy log in email.

5. Once you add a staff member to your account, that individual will immediately receive an email with login credentials

NEXT: Set notification emails

Note: Are you looking to add a Campaign Administrator (e.g. an admin just for a specific campaign)? Visit this article for Crowdfunding Campaigns (New) and this article for all other campaign types