Team Members

Grant other members of your organization admin access to your CauseVox account.

Accessing Team Members

1. Go to Settings > Organization
2. Click Team Members in the sidebar

Members Tab

View and manage all team members with admin access.

Inviting a Team Member

1. Click Invite Member
2. Enter their email address
3. Select their role
4. Click Send Invite

The invited member will receive an email with instructions to create their account.

Managing Members

• Edit - Change a member's role or permissions
• Remove - Revoke admin access

Roles Tab

Define permission sets that can be assigned to team members.

Note: Custom roles require the advanced permissions feature.

System Roles

Role	Description
Owner	Full access to all features including billing
Admin	Full access except billing and account deletion
Viewer	View-only access across all sections

Note: You can also create custom roles with granular permissions to tailor access for your team.

Creating Custom Roles

1. Click Create Role
2. Enter a role name
3. Select the permissions to include from the available categories
4. Click Save

Custom roles allow you to grant specific viewer and editor permissions across different areas of the platform.

Groups Tab

Organize team members into groups for easier management.

Note: Groups require the advanced permissions feature.

Creating a Group

1. Click Create Group
2. Enter the group name
3. Add members to the group
4. Click Save

Group Features

Groups can be used to:

• Campaign Access - Restrict which campaigns group members can view and manage
• Note Sharing - Share notes with specific groups of team members
• Team Organization - Filter activity and manage permissions at scale

Permission Categories

Permissions are organized into categories, each with viewer and editor levels.

Note: Granular permissions require the advanced permissions feature.

Category	Viewer	Editor	Description
Manage	View	Edit	Donations, tickets, projects, teams, registrations, auctions
CRM	View	Edit	Contacts, households, organizations, notes, tags
Revenue	View	Edit	Revenue, expected revenue, splits, credits
Campaigns	View	Edit	Campaign configuration
Forms	View	Edit	Donation, ticketing, registration forms
Site Settings	View	Edit	Site general settings, goals, portal
Site Design	View	Edit	Site modules, templates, styles
Communications	View	Edit	Email templates, receipts
Reports	View	Create / Export	Reports (viewer, creator, and exporter levels)
Planning	View	Edit	Kanban boards, tasks
Batch	View	Edit	Data entry and import
Settings	View	Edit	Organization settings, integrations
Billing	View	Edit	Billing (owner-only by default)

Campaign Scoping

Restrict team members to only access specific campaigns.

Note: Campaign scoping requires the advanced permissions feature.

When campaign scoping is enabled for a user:

• They can only view and manage data within their assigned campaigns
• CRM records are filtered to contacts associated with their campaigns
• Reports are scoped to their campaign data

Assigning Campaign Access

1. Edit a team member or group
2. Enable campaign scoping
3. Select the campaigns they should have access to
4. Click Save

Related Articles

• Billing
• Organization Settings Overview