How to add an Administrator/Accountant

If you are an administrator, you can add or remove another administrator or accountant. A good tip is to check your charity's users once in a while, to make sure that the list is updated, and add and remove people as needed.

Step by step guide

Start by clicking on "My Dashboard" in the right upper corner.

Thereafter you click on "Users" on the left side menu. You now have an overview over all the administrators and accountants of the organisation. 


To add a new user, just click on "Add a Charity Administrator" or "Add an Accountant", and add the email address of the user. If you wish to add a person as both administrator and accountant, make sure both boxes are ticked off.

Send the invitation by clicking "Add User" in the bottom. The user will then receive an email with an invitation which she/he needs to accept. If it takes too long the invitation link expires and you will have to add the person once again.



To remove an existing administrator or accountant, just click on the red button "Remove..." next to the name of the person you would like to remove.

Are you not an administrator, but need to add or remove someone else?Contact our support on

To read about which rights an administrator vs an accountant has, click here.



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