The project owner can invite a team member to help manage a Pledge Manager project. Use the person’s own account email and select the role deliberately.

Invite a member

1. Open the correct project.
2. Go to Tools → Users.
3. Click Invite.
4. Enter User Email and User Full Name.
5. Select User Group. The current choices are Admin and Analyst.
6. Review the project, email and selected group, then click OK to submit the invitation.

The red box marks the role selection. The screenshot is not a recommendation to assign the same role to every member.

Check the result

Return to Users and review the member’s email, User Group and Status. Ask the recipient to follow the invitation instructions and confirm that the intended project is available in their account.

If the member cannot access the project, check the invited email and displayed status before sending another invitation.

Review access

Give access only for the work the person needs to do. Do not treat the Analyst label as proof that every action is read-only. Verify any restriction that matters to your project before sharing access.

Review the Users list when a person’s responsibilities change or they leave the project. The project owner should use the available member-management action to remove access. If no suitable action is available, contact PledgeBox support.

Do not share the owner’s password or ask a team member to use a shared login.