Invite Collaborators (Org Admins)

Created by Emilie Macke, Modified on Wed, 26 Oct 2022 at 08:16 AM by Emilie Macke

You can add as many organization admins to your organization profile as desired on ServiceReef.  


admins.png

 

Here's how it works:

Step 1: Create an Account

Anyone you want to add as an admin needs to first have a ServiceReef account so you can add them as an organization admin.

 

Step 2: Find Admin

Find the individual in your list of organization members and select them to be added.

 

Step 3: Select Admin Roles

Assign the individual specific admin permissions:

  • Organization Admin - master admin to manage organization settings
  • Finances - ability to manage finance features of ServiceReef
  • Manage Credit Cards - 
  • Manage Opportunities - manage and create serving opportunities
  • Groups - manage and create small groups
  • Tracks - manage and create tracks
  • Pipelines - manage and create pipelines
  • Positions - manage and create missionary positions
  • Missional.Life Settings - manage your Missional.Life profile

 

Step 4: Save

Be sure to save your updates when you're done.

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