Bring your whole team. Give everyone the right access.
Invite staff by email, build roles with exactly the permissions each person needs, and let everyone choose their own alerts. One login works across every campaign they help run.
Settings
Members
| Member | Role | Status | Action | |
|---|---|---|---|---|
| Rachel Levin | [email protected] | Admin | Active | |
| David Mendel | [email protected] | Finance | Active | |
| Sarah Klein | [email protected] | Marketing | Active | |
| Yossi Berg | [email protected] | Data Entry | Inactive | |
| Miriam Fried | [email protected] | Finance | Active | |
| Eli Stern | [email protected] | Phone Room | Active | |
| Chana Brody | [email protected] | Data Entry | Active | |
| Shimon Adler | [email protected] | Marketing | Inactive | |
| Leah Gross | [email protected] | Phone Room | Active |
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- permission areas
- 17
- permissions you can grant one by one
- 900+
- email alerts members can choose
- 9
- login for every campaign
- 1
From invitation to first login.
Send an invitation with the role you choose. They accept it from their email or from their invitations list, and land in your campaign with exactly the access that role allows.
Settings
Members
| Member | Role | Status | Action | |
|---|---|---|---|---|
| Rachel Levin | [email protected] | Admin | Active | |
| David Mendel | [email protected] | Finance | Active | |
| Sarah Klein | [email protected] | Marketing | Active | |
| Yossi Berg | [email protected] | Data Entry | Inactive | |
| Miriam Fried | [email protected] | Finance | Active | |
| Eli Stern | [email protected] | Phone Room | Active | |
| Chana Brody | [email protected] | Data Entry | Active | |
| Shimon Adler | [email protected] | Marketing | Inactive | |
| Leah Gross | [email protected] | Phone Room | Active |
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Roles built around how your team works.
Every campaign starts with a built-in Admin role. Build the rest yourself, like finance, marketing or data entry, and tick exactly what each one can do, area by area or one permission at a time.
- Grant a whole area at once, or a single permission
- Actions like approve, refund, resend and export
- Hover any permission to read what it allows
- You can’t grant a permission you don’t hold yourself
Settings
Members
| Role | Permissions | Action |
|---|---|---|
| Admin | Super Admin | |
| Marketing | View Email Campaigns Create Email Campaign View Text Messages View Sources View Reports + 6 more... | |
| Data Entry | View Donations Create Donation + 2 more... | |
| Phone Room | View Donor Insights Update Donor Assignment View Donations Create Donation View Teams + 4 more... | |
| Volunteers | View Donations View Donation Teams |
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Everyone sees just what they need.
Menus and settings screens follow each person’s role, so a volunteer entering offline donations never reaches your payment gateways.
- Menus and settings follow the role
- The permission list matches your campaign type
- Change a member’s role at any time
- Remove someone and their access ends
Settings
Members
| Member | Role | Status | Action | |
|---|---|---|---|---|
| Rachel Levin | [email protected] | Admin | Active | |
| David Mendel | [email protected] | Finance | Active | |
| Sarah Klein | [email protected] | Marketing | Active | |
| Yossi Berg | [email protected] | Data Entry | Inactive | |
| Miriam Fried | [email protected] | Finance | Active | |
| Eli Stern | [email protected] | Phone Room | Active | |
| Chana Brody | [email protected] | Data Entry | Active | |
| Shimon Adler | [email protected] | Marketing | Inactive | |
| Leah Gross | [email protected] | Phone Room | Active |
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One login for every campaign they help run.
A staff member can belong to several campaigns with a different role in each, and move between them from their campaigns list.
Campaigns
Beacon Community Fund
Default Campaign
Beacon Gala Tickets
Ticket Campaign
Beacon Spring Auction
Auction Campaign
Riverside Sefer Torah
Torah Campaign
Members of the parent campaign can open every child campaign.
A separate role in each campaign.
Parent campaign members can open child campaigns.
Each campaign type offers its own permissions.
Everyone chooses their own alerts.
Each member picks the emails they want, campaign by campaign, from approved and pending donations to team approvals and a daily summary. Toggling one saves it.
- Approved, pending and declined donation alerts
- Team, registration and volunteer alerts
- A daily summary report
- Each person sets their own, per campaign
Settings
Notifications
Set your email notification preferences
Get notified when a new donation comes in to your campaign
Get notified when a pending donation is pending approval
Get notified when a donation gets declined
Get notified when a new team is created on your campaign
Get notified when a new team is pending approval
Receive a daily email report summarizing your campaign’s activity
Today's donated
$11,480
Total donated
$58,120
Today's top donors
34 donors contributed since the last report. Here are your top donors!
Teams
4 teams were active since the last report. Visit their pages for full details.
Class of 2012
Donors: 9
Raised: $4,320
Visit Team Page
Class of 2005
Donors: 5
Raised: $2,340
Visit Team Page
Weiss Family
Donors: 6
Raised: $1,440
Visit Team Page
Teen Leaders
Donors: 4
Raised: $720
Visit Team Page
Top sources
Your best performing traffic sources and where donations are coming from.
| Source | Raised | Donors | Views |
| Matching kickoff email | $4,860 | 21 | 612 |
| WhatsApp status | $2,640 | 9 | 388 |
| Matching is live text | $1,520 | 6 | 240 |
| Instagram story | $720 | 3 | 196 |
| QR code at shul | $360 | 1 | 42 |
Abandoned donations
3 started but didn't finish since the last report; 1 was recovered.
| Donor | Amount | When | |
| Yael Rosen | [email protected] | $180 | 2 hours ago |
| Ben Shapiro | [email protected] | $54 | 9 hours ago |
Daily snapshot
A quick look at your campaign performance and transaction health since the last report.
$58,120
Total Raised
36
Processed
2
Declined
$337
Avg. Donation
Give every solicitor their list.
In Donor Insights, assign donors to members of your staff one at a time or in bulk, filtered by a status like at risk or lapsed.
- Assign one donor or many at once
- Filter by status before assigning
- Solicitors named in an import are linked when they join
- Restrict a solicitor to only the donors assigned to them
Donor Insights
Donor | Total | Solicitors | Beacon 2026 | Spring Gala | Beacon 2025 | Beacon 2024 | ||
|---|---|---|---|---|---|---|---|---|
Moshe Weiss The Weiss Family | $8,900.00 | Leah Brenner | 1 · $1,500.00 | 1 · $1,000.00 | 2 · $4,320.00 | 3 · $2,080.00 | ||
Sarah Levy Sarah & David Levy | $6,480.00 | Yossi Katz | 1 · $4,320.00 | 1 · $720.00 | 1 · $1,440.00 | 0 · $0.00 | ||
Ari Klein Add display name | $2,520.00 | Assign | 1 · $720.00 | 1 · $360.00 | 2 · $1,080.00 | 1 · $360.00 | ||
Dina Goldberg The Goldberg Family | $3,300.00 | Assign | 1 · $1,000.00 | 0 · $0.00 | 1 · $1,800.00 | 1 · $500.00 | ||
Noa Friedman Add display name | $200.00 | Assign | 1 · $200.00 | 0 · $0.00 | 0 · $0.00 | 0 · $0.00 | ||
Daniel Katz Add display name | $500.00 | Assign | 1 · $500.00 | 0 · $0.00 | 0 · $0.00 | 0 · $0.00 | ||
Rivka Stern The Stern Family | $10,800.00 | Leah Brenner | 2 · $7,200.00 | 0 · $0.00 | 1 · $3,600.00 | 0 · $0.00 |
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The details that keep access tidy.
Small controls that make a big team easy to manage.
See who hasn’t joined yet, and resend or delete.
Full access for whoever sets up the campaign.
Hover a permission to read what it allows.
Invite people to create their own child campaign.
Let a role scan tickets, registrations or volunteers.
Repeated failed sign-ins are locked out.
Works hand in hand with
Team questions, answered.
Want to see it with your own campaign? We’ll walk you through it.
Book a demoThere’s no cap on how many staff you can invite to a campaign. Everyone gets their own login and role.
Start your RaiseThon today.
Experience the power of efficient crowdfunding. Let’s make your dream a reality, together.