How to Invite Organization Team Members

There are two different invites in CharityAuctions. Pick the invite that matches their role so you do not invite event volunteers into the organization by mistake.

1. Organization invite (this article): best for organization managers and board members. Use Team & Settings. One access level for now: org admin. They get access to this organization workspace.
2. Auction invite (one campaign only): best for event-specific staff and volunteers. Use TOOLS, then Invite Team, inside Campaign Hub. Access level Staff or Volunteer. See How to Add or Edit Auction Administrators.

Do not use the organization invite for night-of volunteers or people who only need one auction. Invite those people to the auction instead.

SAM Ai Bot in the app answers from help articles like this one. If you are unsure which invite to use, say whether they are an organization manager or board member, or event-specific staff or volunteers.

Invite organization managers and board members

Use this path for organization managers and board members. Do not invite night-of volunteers here.

1. Open Organization Home. If you landed on Auction Campaigns after login, click Organization Home in the left nav.
2. Click Team & Settings in the left nav under Workspace / Organization.
   • You can also click Invite teammates to review them with you on Organization Home. That goes to the same page.
3. You land on Team & Settings. The URL looks like /org/{your org}/settings.
4. The page heading is Keep the organization and the people who run it in one place.
5. Under Manage team members, enter Email address (placeholder you@example.com).
6. Click Send invitation.

They receive a link to sign in or register, then get access to this organization workspace. There is one access level for now: org admin. There is no role selector on this form.

If no one has been invited yet, status can show No teammates invited yet.

What else is on Team & Settings

Live sections on this page include:

• How org team access works
• Manage team members
• Organization settings (organization name and Save organization)
• Account holder details (label MAIN ACCOUNT HOLDER)

Account holder fields: First name, Last name, Email (Email cannot be changed.), Phone, Save profile.

Invite event-specific staff and volunteers

Use auction Invite Team for event-specific staff and volunteers. Do not invite those people at the organization level.

1. Open Auction Campaigns.
2. Open the campaign, then click Manage auction to open Campaign Hub.
3. In the left sidebar, under TOOLS, click Invite Team.
4. Enter Email Address.
5. Choose Access level: Staff (full auction management) or Volunteer (live event kiosk, guest check-in, and guest registration only).
6. Click Send Invitation.

Full steps, spam, and wrong-email fixes: How to Add or Edit Auction Administrators.

Transfer ownership when an admin leaves

If a previous admin leaves the organization, you can easily transfer ownership. Invite a new org admin from Team & Settings, then remove the previous admin.

Need help? See How to Contact CharityAuctions Support.