You can add subusers to your Benevity Causes Portal profile so other people on your team can help manage donations, volunteer content, certifications, or grants. Each subuser gets their own login. You choose which roles they have, and you can change those roles at any time.
Adding a subuser
- Log in to the Benevity Causes Portal.
- Select Cause Profile in the left-hand menu.
- Select Manage Subusers, then select Create New Subuser.
- Enter the subuser's email address, choose a username and password, and select the role you want to assign.
- Select Create Subuser.
Creating a subuser account does not send a notification email. Share the login details with the subuser directly.
If you see an error that the username or email is already taken, that person already has an account and cannot be added to another profile with the same credentials.
Subuser roles
When you create or edit a subuser, you assign one or more roles. Each role limits what that person can do in the portal.
| Role | What this role can do |
|---|---|
| Cause Owner | Edit the organization profile, view reports, manage payment details, and manage subusers. |
| Volunteer Opportunity Author | Create and edit volunteer opportunities. |
| Project Owner | Create and edit projects. |
| Report Viewer | View and download donation reports. |
| Declaration Manager | Submit and view self-certification and use of funds declarations. |
| Grant Manager | View and manage grant applications. |
The Grant Manager role appears only when your organization has access to the grants applicant portal.