Add your staff, employees, or volunteers to your DoJiggy organization account quickly and easily by adding them as Account Users or Campaign Administrators.
You can add Administrators at two different levels, at the Organizational level, users who have access to all Campaigns, or for specific Campaigns only.
Add Users to a Campaign
Get help running your Campaign by inviting as many administrators as you see fit. Administrators will be able to make edits to the Campaign and help run reports.
Follow these steps to add an Campaign administrator:
- Go to Campaigns in the left menu.
- If you have chosen a list view, click on the Title of your Campaign. If you have chosen a grid view, click on the Campaign Image.
- Click Manage Administrators.
- Click the Add Administrator button in the top right.
- Enter the email address of the person you would like to add.
- Click INVITE.
The person invited will receive an email invitation to help with your fundraising Campaign. They will click on the link in the email and add their account. Your fundraiser will then show in their account.
Remove a Campaign Administrator
- Select Campaigns from the left menu.
- 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 User’s name and select the three-dot icon on the right.
- Select Remove.
Add Organizational Users
There are two kinds of Organizational 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.
- Select Settings from the left menu, then select User Management from the dropdown.
- 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.
DoJiggy 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 invite, hover over the user’s name, select the three-dot icon on the right, then select Resend Invite.
Update or Remove Users
You can update any user’s role or remove their Admin or Staff permissions anytime you need.
Select Settings from the left menu, then select User Management from the dropdown.
Change a User’s Role
- 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.
Remove a User
- Hover over the user’s name and select the three-dot icon on the right.
- Select Remove user.
Good to know
- Only the person who created the Campaign can add Campaign administrators.
- Campaign administrators that you’ve added will then appear in the list.
- You can remove administrators by hovering over a name in the table, clicking the three-dot menu, then clicking remove.
*Note: Terminology on these buttons may be different according to the terminology that you’ve chosen for your Campaign.