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Managing roles and account handovers

Updated

This article contains the following questions:

Managing roles - What roles can be assigned to users on Crowded?

There are four types of roles you can assign a user on Crowded:

  1. Contact: Someone who sends payments to the organization (such as dues payments or donations) and/or needs to occasionally spend on behalf of the organization. Your account can have unlimited contacts.
  2. 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. New Account Owner Onboarding
  3. 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).
  4. 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). 

Managing roles -How do I switch someone's role on Crowded?

Web:

  1. From the main dashboard of the web platform, click on Contacts in the navigation menu on the left side of the screen. 
  2. 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:

  1. From the main menu of the mobile app, select Contacts. 
  2. To select a Contact, tap their name and then tap on Edit in the upper right corner of the screen.
  3. At the bottom of the screen, select Change Role.

Account handover - How do I hand over a Crowded account to someone?

This article will detail how to execute officer/account handovers in your Crowded account. Ensure that the incoming admin (i.e. treasurer) is already a contact in your group. Read up on how to add contacts.
If they are not in your group already, follow these steps 1-3. If the incoming account owner is already a contact, start at step 4.

  1. Click Contacts on the side bar.
  2. Click Invite Contacts.
  3. Enter the Name and Email of the desired new account owner to invite to your group.
  4. Once the desired new account owner is in contacts, check the box next to their name, and select Change Role at the bottom of the screen.
    1. Select Admin and confirm (this will give the new Account Owner access to the account while the official signatory change is taking place).
    2. Once again, check the box next to their name, and select Change Role at the bottom of the screen.
    3. Select Account Owner and confirm.
    4. Send the new account owner this form to fill out: https://newaccountowneronboarding.paperform.co/
    5. Both the outgoing and incoming account owners will receive an email from Paperform to authorize the change. The authorization form is in the form of an electronic signature document. Both officers are required to sign this e-doc in order to complete the account handover.

Occasionally, account handovers require additional documentation for identity or address verification. New account owners will receive follow up communication if this is required.

 

 

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