Team Management
Understand user roles, permissions, and how to safely invite team members to your organization’s Chariot account.
Chariot supports multiple user roles so your team can collaborate securely and efficiently. Each role is designed to match the responsibilities of your team—whether you're managing gifts, moving funds, or handling reporting.
🔐 User Roles & Permissions
🏛 Owner
Owners have the highest level of access and oversight; Each Chariot account can only have one Owner.
To become an Owner, a user must complete Chariot’s compliance verification process and qualify as a Control Person—someone with significant authority over your nonprofit (e.g. CEO, Executive Director, President).
Permissions:
✅ Add & remove users
✅ Add & delete external financial accounts (the only role allowed to do this)
✅ Transfer funds (“Money Movement”)
✅ Access all donation and payment data
🧑💼 Administrator
Administrators can do nearly everything an Owner can, except add or remove external financial accounts.
Permissions:
✅ Add & remove users
❌ Add & delete external financial accounts (the only role allowed to do this)
✅ Transfer funds (“Money Movement”)
✅ Access all donation and payment data
💰 Finance Officer
Finance Officers are intended for staff managing donation data or reconciliations, but not team administration.
Permissions:
❌ Add & remove users
❌ Add & delete external financial accounts (the only role allowed to do this)
✅ Transfer funds (“Money Movement”)
✅ Access all donation and payment data
📈 Development Officer
Development Officers are designed for fundraising staff who need donation visibility but shouldn’t move funds or manage users.
Permissions:
❌ Add & remove users
❌ Add & delete external financial accounts (the only role allowed to do this)
❌ Transfer funds (“Money Movement”)
✅ Access all donation and payment data
➕ How to Invite a User
Log into your Chariot dashboard
Navigate to Settings > Team
Click “Invite User”
Enter the user’s email address and select their role
Click Send Invite
The invited user will receive an email to join your organization’s account with the assigned permissions.
Only Owners and Administrators can invite new users.
🔧 Managing Users
Chariot makes it easy to manage your team as your organization grows or changes. From your Team Management settings, Owners and Administrators can oversee user access and maintain account security.
✉️ Account Invitations
If you’ve invited someone who hasn’t accepted yet:
Resend an invitation to remind them
Delete an invitation to revoke access before it’s accepted
👤 Existing Users
Once a user has accepted their invite:
Change their role if their responsibilities have changed (e.g., promote a Development Officer to Administrator)
Delete a user to remove their access entirely from your organization’s Chariot account
To manage users, go to Settings > Team in your dashboard.
✉ Account Invitations
If you’ve invited someone who hasn’t accepted yet:
Resend an invitation to remind them
Delete an invitation to revoke access before it’s accepted
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