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.

Understanding Roles

Owners/Admins can do the following, while Members cannot:

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

Beyond the items above, the roles have the same access to Resilia's features.

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
4. Assign a role to the members (learn more about roles)
5. Click “Send Invite(s)” to invite each team member via email

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:

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

Each team member’s Relationship and Role is editable. To edit each of these:

1. Locate the team member you want to edit in the team table
2. Change the selection in the select menu

Changes are autosaved. Only the team members themselves can edit First and Last Name.