Ribbon allows program admins to efficiently invite and manage teammates, granting them specific user roles that determine their level of access to program features.
Inviting Teammates:
Step 1: Access Your User Profile
To invite new team members, begin by clicking on the profile icon located at the top right of your screen. This icon resembles a person.
Step 2: Navigate to Account Settings
In the dropdown menu that appears upon clicking the profile icon, select "Account Settings." This option will direct you to your account settings dashboard.
Step 3: Access the Team Tab
Within the account settings page, you'll find a tab labeled "Team." Click on the "Team" tab to access the Team Dashboard, which is where you can manage your team members.
Step 4: Invite a Teammate
On the Team Dashboard, you'll notice an "Invite a Teammate" button. Click on this button to initiate the process of inviting a new teammate.
Step 5: Enter Team Member Details
A side window will appear, prompting you to enter the team member's name and email address. Ensure that you provide accurate and complete information.
Step 6: Assign a User Role
Select the appropriate user role for the team member. Ribbon offers four user roles:
- Admin: Admins have full access to the program and its features, with the ability to manage all aspects of the program.
- Finance: Finance team members have banking access and management including card management and financial reporting. No access to campaign, team, or other account settings.
- Marketing: Marketing team members can focus on Giving form and campaign management, as well as access to brand settings. No access to banking, donors, team, or other account settings.
Step 7: Send the Invitation
After entering the team member's information and assigning a role, click the "Send Invite" button. This action will send an invitation to the team member, granting them access to the program based on their assigned role.
Managing Teammates:
To Update a Team Member's Role:
On the Team Dashboard, you can select an existing team member to update their role.
Note: Please be aware that you cannot update a teammate's name or email. Ensure that the information entered during the invitation process is accurate.