Adding and managing your charity account users

Coming in 2024 - Action Required 

The way you log into your JustGiving account is changing. Make sure each person at your charity who needs access is set up as an individual User and has their own login details.   

Find our more here. 

Having your own log in to JustGiving helps keep your account secure, gives you instant access to our tools when you need them and means you can personalise the comms you receive from us. 

There's no limit on the number of users who can have a log in, so anyone at your charity who needs one, can get one.

How do I add a new account user?

It's really easy to add a new account user. If you're an account administrator follow the steps below, alternatively, ask the JustGiving administrator at your charity to create a log in for you. 

1. Log in to your charity account.
2. Go to the Settings tab:
3. Under User settings, click Create & manage users
4. Click Invite new user

5. Under Invite new user, add the email address of the person you'd like to add and select whether they will be a basic user or an administrator. You can also select their account permissions here too. 

6. Click Add user and send invite when you're finished. Your new user has now been added, we'll send them an email as well to let them know and prompt them to create a password.

What's the difference between an 'administrator' and a 'basic' user?

There are two levels of account access – administrator and basic. The table below shows a few key features of each level:

Administrators	Basic
Have full access to every area of the account. Can add and remove users. Can change account roles from basic to administrator (and vice versa). Can grant access to basic users to different areas of the account.	Can only access areas of the account that have been selected for them by an administrator. Can see who else is listed as a user but cannot add or remove users.  Cannot delete their own account – this can only be removed by an administrator.

Only administrators can set up a colleague as an account user and they control which of the below account features their colleague is able to view: 

• Reports – gives users access to all your payment, direct donation and fundraising page reports.
• Fundraising tools – lets users add events, add buttons and donation prompts.
• Branding– lets users change your logo, description and thank-you messages.
• Custom codes – lets users add codes to your fundraising pages and events.

These features are first chosen when a new user account is set up. They can be updated at any time but only by an administrator (a basic user cannot update their own access privileges).

 

How do we know whether an existing user account is administrator or basic?

You can see a list of all users within your charity account. When logged in, click on Settings then select Create & manage users. You'll see the list on this page and each user will have a 'User type' assigned as either basic or administrator.  

What if all of the administrators on the account have left the charity?

Contact us and let us know who should be your new administrator at your charity. We’ll then create their log-in and send them the details. 

How do I remove a user?

This can only be done by an account administrator. When you're viewing the list of account users (in the Create and manage users section), click Edit on the user you want to remove, then click the remove user.

 

When a user account is removed from an account, an email will be sent to that user to let them know – we do this in case an account is removed incorrectly or accidentally. 

What if a basic user comes up with a restricted access notice?

This will only happen if a basic user tries to access an area of the account that they do not have permission to view. In these cases, they should contact their account administrator to have those rights added.

For the administrator, all they need to do is tick the relevant box next to that user’s details on the account. The point above shows how to access the area where you can tick the relevant boxes. 

What can’t be updated by an administrator from within the account?

The following updates can only be made by JustGiving:

• Changes to your charity name and number - contact us to do this
• Cancelling your account – click here to find out how to do this
• Changing your bank account details - click here to find out how to do this
• Adding or updating your Gift Aid number (UK only) – contact us to do this