How can I give someone access to a nonprofit’s Dashboard?

You can give someone access to a nonprofit’s Dashboard from the Collaborator’s section of that nonprofit’s Dashboard:

1. Click on Collaborators in the navigation menu to get to the Collaborators page. 

2. Click on the “Invite Collaborator” button in the Collaborators page.

3. You will see a popup; enter the name and email address of the person who you are inviting as well as their permission level. [INSERT LINK]

4. Click “Invite as Collaborator” button. The person who you invited will receive an email inviting them to access the records of the nonprofit.

Your ability to invite a Collaborator depends on your permission level. [INSERT LINK]

Anyone that you invite to access the records of a nonprofit will need to sign up for their own account with OrgHub (user accounts are free).