Invite your team
Add colleagues with the right role for what they do. They get an email with a sign-up link.
Together is single-tenant per organisation: every user belongs to one org with one role. Most orgs want a couple of ADMINs, a handful of EDITORs, and the rest as VIEWERs.
Before you start
You need:
- ADMIN role on your org. EDITORs cannot invite users.
- The email address of the person you want to invite.
- A decision on which role they should have. ADMIN, EDITOR, or VIEWER. If in doubt, pick EDITOR; you can change it later.
Steps
-
Go to Settings -> Users.
Settings > Users. -
Click Invite user.
-
Fill in the form:
- Full name. Pre-filled on their sign-up page, where they can correct it. Required.
- Email address. The address the invite is sent to. Required.
- Role. ADMIN, EDITOR, or VIEWER. EDITOR is the default.
-
Click Send invitation. Together creates an invitation tied to the email address and role you chose. Their user account is created when they accept it.
-
Your colleague receives an email with a sign-up link of the form
/join/<token>. The link takes them through the sign-up flow (email verification, password). On completion they land on the dashboard signed in to your org with the role you picked.For their first 30 days, their dashboard also shows a Getting started with Together card: one line on what Together is, whether NationBuilder, Raisely and Stripe are connected for your org, and a pointer to the area cards below it. They can dismiss it. It remembers the dismissal in that browser only, so it can come back on another device or after they clear site data.
After you send
The Users table on Settings -> Users shows one of three states per user:
| Status | What it means |
|---|---|
| Invited | Invitation sent; sign-up not completed. The row shows who invited them, when, and the token expiry. |
| Signed in | Account active. They are using the role you assigned. |
| Pending | Provisioned with no open invitation. Rare. Usually means the invite token was revoked; expand the row to resend. |
Clicking a row expands an inline panel with the user's role dropdown plus the relevant actions for their state:
- Invited rows offer Resend Invitation and Revoke. Revoke voids the open token; once the user has signed in, you can no longer use Revoke on them.
- Signed-in rows offer Delete User, which removes the account, revokes their active sessions, and ends any open invitations.
Changing a role later
Open Settings -> Users, click the user's row to expand it, and pick the new role from the dropdown. The new role applies to their next page load; they do not need to sign out.
When to pick which role
- ADMIN for people who configure Stripe, billing, branding, or who invite other users.
- EDITOR for fundraisers, donor stewards, anyone who creates forms or edits donor records.
- VIEWER for read-only auditors, board members, or compliance staff who only review data.
See the full role matrix at Roles.
See Roles for the full tier model and capability matrix.
What to do next
- Open up self-signup so colleagues on your org's email domain do not need an invite for each new starter: Configure self-signup.
- Connect Stripe if you have not already: Connect Stripe.
- Set up revenue codes if you import donations from a CRM and need to classify them: Set up revenue codes.