How to Add a User:
Log in at infinitegiving.com
Go to Nonprofit Name (top left) -> Settings → Team
Click “Invite”
Enter name + email
Choose a role:
Owner – full access, can add/remove users, withdraw funds, open brokerage accounts
Admin – can add users, move money, and change settings
User – can move money and change settings
Viewer – read-only access (good for auditors, board, finance team)
Fundraiser – manage donors, view donations, and create campaigns without access to investment accounts or portfolios.
Click Send Invite — the user will receive an email to activate access
How to Edit a User:
Go to Nonprofit Name (top left) -> Settings → Team
Click the Click the 3-dot menu next to the user
Click "Edit Role"
Select the role type from the dropdown that you would like to change the user to
Click Update
How to Remove a User:
Go to Settings → Team
Click the 3-dot menu next to the user
Select Remove from Team
Notes
Removing a user does not affect transactions or account activity
You can have unlimited users at no additional cost
Troubleshooting:
Issue | Solution |
User didn’t receive the invite | Ask them to check spam or resend the invite |
Need to change email address | Remove user → re-add with new email |
Ownership transfer needed | Contact support@infinitegiving.com |