--- title: Users description: Step-by-step guide on how to manage users in your fundraising account, including inviting users, setting permissions, updating roles, and handling Super Admin access. --- [Skip to content](https://help.anedot.com/knowledge/users#main-content) [![anedot-logo](https://help.anedot.com/hubfs/anedot-logo.svg)](https://help.anedot.com/knowledge?hsLang=en) Open main navigation Close main navigation - [Get Support ⤴](https://www.anedot.com/getsupport) [Get Support ⤴](https://www.anedot.com/getsupport) Here to help 👋 - There are no suggestions because the search field is empty. 1. [Public Help Center](https://help.anedot.com/knowledge?hsLang=en) 2. [Settings](https://help.anedot.com/knowledge/settings?hsLang=en) 3. [Access](https://help.anedot.com/knowledge/settings?hsLang=en#access) # Users ## Learn how to invite, manage, and remove users from your fundraising account, including setting permissions and Super Admin access. ![CleanShot 2025-08-21 at 11.18.58@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-08-21%20at%2011.18.58@2x.png?width=600&height=360&name=CleanShot%202025-08-21%20at%2011.18.58@2x.png) Managing user access in your fundraising account ensures the right team members have the appropriate permissions to do their work securely and efficiently. This guide walks you through inviting new users, updating access levels, and assigning roles—ranging from standard users to Super Admins. --- ### Table of Contents:  - [Invite a New User](https://help.anedot.com/knowledge/users#invite) - [Default Permission Sets](https://help.anedot.com/knowledge/users#default) - [Manage Invites](https://help.anedot.com/knowledge/users#manage) - [Update User Access](https://help.anedot.com/knowledge/users#update) - [Remove a User](https://help.anedot.com/knowledge/users#remove) --- ### Invite a New User ![CleanShot 2025-08-21 at 11.19.36@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-08-21%20at%2011.19.36@2x.png?width=600&height=213&name=CleanShot%202025-08-21%20at%2011.19.36@2x.png) To add a new user to your fundraising account: 1. Navigate to **Settings \> Access \> Users**. 2. Click the **Invite a user** button in the top right. 3. Enter the user’s **email address**. 4. Select their **Permission Set**. 5. *(Optional)* Assign them to a **Team**. Learn more about Teams › 6. Click **Send Invite**. The user will receive an invitation email. To complete setup, they must use the same email to create an **AnedotID** and set a personal password.   If you have not received an invite email, please check your spam folder and add [app@anedot.com](mailto:app@anedot.com) to the sender address allowlist.  If you do not see the email in your spam/junk folder, please email [help@anedot.com](mailto:help@anedot.com) for assistance.  --- #### Pending Invitations If the user hasn’t yet created an AnedotID, their invite will appear under the **Pending Users** tab until they accept the invitation. --- ### Default Permission Sets Here’s a breakdown of each default access level: #### **Standard Access** - **Action Pages**: View, Edit - **Finance**: View Transactions & Commitments - **Billing Agreements**: View - **Relationships**: View, Edit Contacts - **Integrations**: View --- #### **Standard with Export Access** - **Action Pages**: View, Edit, Export - **Finance**: View, Edit, Export Transactions & Commitments - **Billing Agreements**: View - **Relationships**: Export - **Integrations**: View --- #### **Admin Access** - **Action Pages**: View, Edit, Export - **Finance**: View, Edit, Export Transactions & Commitments - **Billing Agreements**: View, Edit - **Relationships**: View, Edit, and Export Contacts - **Access Management**: Edit Users and Connected Accounts - **Account Management**: Edit Details, Bank Accounts, Funds - **Integrations**: View, Edit, Export --- #### **Super Admin Access** - **Full access to every tool and setting** in the account. - Can create **new Billing Agreements** - Can **assign Super Admin access** to others. - Can **request account ownership updates or closures**. - Only the account Owner or other Super Admins can **remove or downgrade** a Super Admin. #### ***Custom Permission Sets:** If the default options don’t align with your team’s needs, explore our Permission Sets and Teams guides to learn how to customize access for your users.* #### ***Email Notifications:*** *All users receive an email receipt for the Action Pages they can access. Want to manage or disable these? Follow our* *Notifications guide ›* --- ### Manage Invites ![CleanShot 2025-08-21 at 11.20.24@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-08-21%20at%2011.20.24@2x.png?width=600&height=179&name=CleanShot%202025-08-21%20at%2011.20.24@2x.png) To resend or cancel an Invitation: 1. Go to **Settings \> Access \> Users**. 2. Click the **Pending Invites** tab. 3. Hover over the user’s email. 4. Select **Actions \> Resend Invite** or **Cancel Invite**. --- ### Update User Access ![CleanShot 2025-08-21 at 11.21.28@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-08-21%20at%2011.21.28@2x.png?width=600&height=356&name=CleanShot%202025-08-21%20at%2011.21.28@2x.png) To change a user’s permissions: 1. Go to **Settings \> Access \> Users**. 2. Hover over the user's email. 3. Click **Actions \> Edit**. 4. Update the **Permission Set** or **Team assignment**. 5. Click **Save**. Want to customize access even further? Check out our Manage Permission Sets Guide › --- ### Remove a User 1. Go to **Settings \> Access \> Users**. 2. Hover over the user’s email. 3. Click **Actions \> Remove**. 4. Confirm removal.  ***Account Owners** can’t be removed by other users. Learn how to transfer ownership ›* Only the account **Owner** or another **Super Admin** canremove a **Super Admin**. - [Get Started](https://help.anedot.com/knowledge/get-started?hsLang=en#main-content) - [Anedot 101](https://help.anedot.com/knowledge/get-started?hsLang=en#anedot-101) - [Apply for an Account](https://help.anedot.com/knowledge/get-started?hsLang=en#apply-for-an-account) - [Security](https://help.anedot.com/knowledge/get-started?hsLang=en#security) - [Action Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#main-content) - [Action Page Basics](https://help.anedot.com/knowledge/action-pages?hsLang=en#action-page-basics) - [Page Builder](https://help.anedot.com/knowledge/action-pages?hsLang=en#page-builder) - [Advanced Features](https://help.anedot.com/knowledge/action-pages?hsLang=en#advanced-features) - [State Specific Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#state-specific-pages) - [Finance](https://help.anedot.com/knowledge/finance?hsLang=en#main-content) - [Management & Reporting](https://help.anedot.com/knowledge/finance?hsLang=en#management-reporting) - [Internal Processing](https://help.anedot.com/knowledge/finance?hsLang=en#internal-processing) - [Integrations](https://help.anedot.com/knowledge/integrations?hsLang=en#main-content) - [CRM & Donor Management Systems](https://help.anedot.com/knowledge/integrations?hsLang=en#crm-donor-management-systems) - [Email Marketing & Communication Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#email-marketing-communication-tools) - [Integration & Automation Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#integration-automation-tools) - [Political Campaign Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#political-campaign-tools) - [E-commerce, Financial, and Membership Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#e-commerce-financial-and-membership-tools) - [Relay Data & Troubleshooting](https://help.anedot.com/knowledge/integrations?hsLang=en#relay-data-troubleshooting) - [Settings](https://help.anedot.com/knowledge/settings?hsLang=en#main-content) - [Access](https://help.anedot.com/knowledge/settings?hsLang=en#access) - [Configuration](https://help.anedot.com/knowledge/settings?hsLang=en#configuration) - [Finance](https://help.anedot.com/knowledge/settings?hsLang=en#finance) - [Setup](https://help.anedot.com/knowledge/settings?hsLang=en#setup) - [Other Actions](https://help.anedot.com/knowledge/settings?hsLang=en#other-actions) - [Donor Support](https://help.anedot.com/knowledge/donor-support?hsLang=en#main-content) - [Getting Started with Your Donor Account](https://help.anedot.com/knowledge/donor-support?hsLang=en#getting-started-with-your-donor-account) - [Manage Your Giving](https://help.anedot.com/knowledge/donor-support?hsLang=en#manage-your-giving) - [Donor FAQ](https://help.anedot.com/knowledge/donor-support?hsLang=en#donor-faq) [![Chill listening crop-3](https://help.anedot.com/hubfs/623c96e00d0d93f7d3a66f2e_Anedot_Typemark_Blue.svg "Chill listening crop-3")](https://www.anedot.com/) [mailto:help@anedot.com](mailto:help@anedot.com) Copyright © 2025, Anedot, Inc.