Managing Team Members

With Resilia, you can easily add and manage your team members, allowing them to learn and collaborate on objectives, stories, donations, and more.

Adding Team Members

1. Navigate to the team page within Resilia
2. Click the “Add Member” button in the top-right corner of the team page 
3. Add your team members’ emails. If you are adding more than one new team member, use commas to separate emails.
4. Assign a role (learn more about roles)
   
   
5. Click “Send Invite(s)” to invite each team member via email
6. Invited members will receive an email from accounts@resilia.com asking them to activate their account.

To resend an invite, locate the team member in the team table, click the “More” icon, and click “Resend invite”.

Removing Team Members

In the team table, a Status of Invited, Joined, or Expired will appear for each team member. 

For Invited team members (have been sent invite but have not yet activated):

1. Locate the team member you want to remove in the team table
2. Click the “More” icon
3. Click “Remove team member”

For Joined team members:

1. Locate the team member you want to remove in the team table
2. Click the “delete” icon

Editing Team Members

As an admin you can change the role of the teammember, however each team member, once logged in to their account, can change or edit their personal information, such as First and Last Name and their relationship to the nonprofit.

• What Admins can edit: Role
  1. Locate the team member you want to edit in the team table 
  2. Change the selection in the drop down menu options under "Role".
  3. Changes are autosaved.
• What each individual team member can edit: Personal Information
  1. Locate your name in the team table
  2. Click on the edit option (pencil), this will take you to your account details. 
  3. Click on "Edit Information" in the bottom left hand corner of the page.  
     
     
  4. Here you will be able to Edit or Update your First Name, Last Name and information about your nonprofit experience.
     1. In the "Your Relationship" field you can choose your role:
        - Executive Director
        - Board Member
        - Full-time Employee
        - Part-time Employee
        - Volunteer
        - Intern
        - AmeriCorps
        - Other

Understanding Roles

All team members, whether assigned as ADMIN or MEMBER, have the same access to Resilia's resources. However, only team members with ADMIN roles can additionally do the following:

• Share Stories with Funder
• Set Up Donations
• Download Transaction and Donor Data
• Add, Edit, and Remove other Admins & Members
• View and Edit Organization Settings
• View and Edit Donation Settings
• Manage Billing & Plan