How to Add or Remove Users on Your Account

How to Add a User:

1. Log in at infinitegiving.com
2. Go to Nonprofit Name (top left) -> Settings → Team
3. Click “Invite”
4. Enter name + email
5. Choose a role:
   • Owner – full access, can add/remove users, withdraw funds, open brokerage accounts
   • Admin – can add users, move money, and change settings
   • User – can move money and change settings
   • Viewer – read-only access (good for auditors, board, finance team)
   • Fundraiser – manage donors, view donations, and create campaigns without access to investment accounts or portfolios.
6. Click Send Invite — the user will receive an email to activate access

How to Edit a User:

1. Go to Nonprofit Name (top left) -> Settings → Team
2. Click the Click the 3-dot menu next to the user
3. Click "Edit Role"
4. Select the role type from the dropdown that you would like to change the user to
5. Click Update

How to Remove a User:

1. Go to Settings → Team
2. Click the 3-dot menu next to the user
3. Select Remove from Team

Notes

• Removing a user does not affect transactions or account activity
• You can have unlimited users at no additional cost

Troubleshooting: