Board members: invite them as a Viewer. Viewers see balances, Funds, activity and documents but can't change anything or move money. If they should see only some Funds, limit them with Change funds in Members. Monthly statements are only available to people who can see every Fund.
Auditors: invite them as an Auditor. Choose Access ends when you invite them. Their access stops automatically at that time. An accountant who works with several organizations can be invited to each one and switch between them with a single sign-in.
Supporting documents. By default, Viewers and Auditors don't see uploaded files such as gift agreements. To share them, open the person's ⋯ menu in Members and choose Allow supporting documents. They'll only see files for Funds they can already see.
Share one report instead. For someone who doesn't need app access at all, a Primary Admin or Admin can share an issued treasurer report:
- Go to Documents and find the report under Issued reports.
- Choose Share, enter the person's email, and decide whether to allow PDF downloads (off by default).
- They get a link and confirm their email with a 6-digit code to open it. The link works for 14 days after they confirm. You can choose Extend 14 days (up to 90 days from sharing) or Stop sharing at any time, and you'll see when they viewed it.
Still have a question? Email support@usedevote.com, or browse the Help Center.
