Project owners can invite team members as Admin or Analyst. Open Tools → Users to review each member’s User Group.

Choose a role

• Admin: broad access to project functions. Use this role for a colleague who needs to manage the project.
• Analyst: a restricted role. Shipping-report downloads and survey sending are excluded.

Before assigning refunds, exports, payment settings or member management, check the controls available to the member. If a required control is unavailable, ask the project owner to complete the action or contact PledgeBox support.

Invite a member

1. Open your project.
2. Go to Tools → Users.
3. Click Invite.
4. Enter the member’s email and name.
5. Select Admin or Analyst in User Group.
6. Check the details, then click OK.

Give each colleague their own account. Choose the role needed for their work and review access when responsibilities change.

See the invitation steps and current User Group screen.