How To Create And Manage Roles In Crowdfundly

How To Create A Role In Crowdfundly

Crowdfundly lets you easily create and manage roles for your organization to help you fundraise for projects more efficiently. By assigning different roles in your organization, you can improve your workflow and manage your campaigns smoothly. Follow these guidelines to create and manage roles in Crowdfundly.

After you have created an organization in Crowdfundly, you can create and manage roles for each team member that you want to add to your organization. Read the step-by-step instructions below to do this.

Step 01: Add new role from Crowdfundly dashboard.

First, log in to your Crowdfundly profile with your credentials. Then click on the desired Organization from the drop-down list in the upper right corner. It will directly take you to your organization’s dashboard. On the left-hand side menu, you should see the ‘Roles’ tab. Click on this tab, and then click on the ‘Add New’ button to create and manage roles for your pro organization.

Step 02: Set Permissions To New Role

After clicking on the ‘Add New’ button in the ‘Roles’ tab, a pop-up will appear on your screen. Here, you can enter your role name in the  ‘Name’ input field. You will find a set of permission lists on the popup for the newly created roles. Click on the ‘Check All’ option if you want to give

all access to that role. Or, you can manually choose the permissions for each role. When you are done, click on the ‘Submit’ button.

You have successfully assigned permissions to a new role in Crowdfundly.

Step 03: Assign Roles To Team Members

If you have Crowdfundly PRO license, you can create and manage your team members and assign these roles to them. To do this, navigate to Dashboard -> Team Accounts. Click on the ‘Add New’ button. Once the pop-up appears, you will need to provide the email address of the team member and select the previously created role and click 'Submit.'

Step 04: How To Update And Manage Roles In Crowdfundly

If you want to update or manage your roles in Crowdfundly, then navigate to Dashboard → Roles, and click on the gear icon next to any role. Then click on ‘Edit’. You can manage your role’s name and permission lists here. After editing permissions, click ‘Update’. The role and its permissions will be updated directly from your Crowdfundly dashboard.

By following these basic steps, you can easily create and manage roles in Crowdfundly within a matter of minutes.

If you face any difficulties, feel free to contact us for further assistance.