This article covers how to add and delete fundraisers on the givestar enterprise dashboard. Additionally, this section can guide you on how to manage your existing team of fundraisers.
To add or invite a new fundraiser to join your dashboard, you must complete the following:
1. Firstly, navigate to the fundraisers tab on the left-hand side of your screen.
2.Click on the ‘+ Add’ button in the top right of the screen. This will enable a pop-up window.
3.In the pop-up window, you must fill out the new fundraiser’s details and set the correct role for their position.
4.Click ‘invite’ once all details have been filled out.
The fundraiser will be sent an email asking them to connect and complete the creation of their account.
*Kindly note that until the fundraiser accepts the request received via email and logs into the system, their status will be shown as ‘pending’ in the main fundraising screen.
To amend any existing fundraisers, the following steps must be completed:
1. Click on the box on the left-hand side of the existing fundraiser’s name in which a tick will appear.
2. A bar above the names will display options to ‘update’, ‘deactivate’ or ‘delete’, therefore allowing you to amend individuals as required.
To proceed with the deletion of fundraisers, simply click on the delete button.