This article contains the following questions:
What roles can be assigned to users on Crowded?
There are four types of roles you can assign a user on Crowded:
- Contact: Someone who sends payments to the organization (such as dues payments or donations) and/or needs to spend on behalf of the organization. Your account can have unlimited contacts.
- Account Owner: This is the legal signatory of your account. Only one individual can be assigned this role at a time (usually an organization's president or treasurer). This role can be transferred to a different individual at any time. See our article on New Account Owner Onboarding
- Admin: A user who is able to view all of your organization's financial information and initiate every type of financial transaction. This role can be assigned to multiple users (usually assigned to individuals who manage finances for your organization or hold leadership positions on your board).
- Read-Only: A user who has limited access to your organization's web portal to review financial information such as transaction history, statements, and account balances. Read-only users cannot initiate transactions or view sensitive information such as your account number, routing number, or card details. This role can be assigned to multiple users (usually an advisor or a similar individual who is not a member of your organization).
How do I switch someone's role on Crowded?
Web:
- From the main dashboard of the web platform, click on Contacts in the navigation menu on the left side of the screen.
- Select a member by clicking on the square next to their name, and on the pop-up at the bottom of the screen, select Change Role.
App:
- From the main menu of the mobile app, select Contacts.
- To select a Contact, tap their name and then tap on Edit in the upper right corner of the screen.
- At the bottom of the screen, select Change Role.