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
To add a new user to your fundraising account:
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Navigate to Settings > Access > Users.
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Click the Invite a user button in the top right.
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Enter the user’s email address.
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Select their Permission Set.
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(Optional) Assign them to a Team. Learn more about Teams ›
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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.
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
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Action Pages: View, Edit
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Finance: View Transactions & Commitments
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Billing Agreements: View
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Relationships: View, Edit Contacts
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Integrations: View
Standard with Export Access
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Action Pages: View, Edit, Export
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Finance: View, Edit, Export Transactions & Commitments
- Billing Agreements: View
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Relationships: Export
- Integrations: View
Admin Access
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Action Pages: View, Edit, Export
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Finance: View, Edit, Export Transactions & Commitments
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Billing Agreements: View, Edit
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Relationships: View, Edit, and Export Contacts
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Access Management: Edit Users and Connected Accounts
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Account Management: Edit Details, Bank Accounts, Funds
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Integrations: View, Edit, Export
Super Admin Access
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Full access to every tool and setting in the account.
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Can create new Billing Agreements
- Can assign Super Admin access to others.
- Can request account ownership updates or closures.
- Only Anedot staff 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
To resend or cancel an Invitation:
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Go to Settings > Access > Users.
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Click the Pending Invites tab.
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Hover over the user’s email.
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Select Actions > Resend Invite or Cancel Invite.
Update User Access
To change a user’s permissions:
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Go to Settings > Access > Users.
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Hover over the user's email.
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Click Actions > Edit.
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Update the Permission Set or Team assignment.
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Click Save.
Want to customize access even further? Check out our Manage Permission Sets Guide ›
Remove a User
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Go to Settings > Access > Users.
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Hover over the user’s email.
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Click Actions > Remove.
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Confirm removal.
Account Owners can’t be removed by other users. Learn how to transfer ownership ›
To remove a Super Admin, contact our Support team ›