What is Team & Settings?
TL;DR
Team & Settings keeps your CharityAuctions organization and the people who run it in one place. Open it from Organization Home (left nav or Invite teammates to review them with you). Use it to invite organization managers and board members as org admins, save the organization name, and update MAIN ACCOUNT HOLDER profile details. Event-specific staff and volunteers belong on auction Invite Team, not here.
Team & Settings is where you keep your CharityAuctions organization and the people who run it in one place. It sits at the organization level, above each auction campaign.
The page heading is Keep the organization and the people who run it in one place.
SAM Ai Bot in the app answers from help articles like this one. Use it while you are signed in if you want a walkthrough of Team & Settings, organization invites, or organization name edits.
How to open Team & Settings
- Open Organization Home. If you landed on Auction Campaigns after login, click Organization Home in the left nav.
- Click Team & Settings in the left nav under Workspace / Organization.
- Or click Invite teammates to review them with you on Organization Home. That goes to the same page.
The URL looks like /org/{your org}/settings.
What is on the Team & Settings page
Live sections on this page:
- How org team access works - explains organization invites.
- Manage team members - invite people by email.
- Organization settings - organization name and Save organization.
- Account holder details - label MAIN ACCOUNT HOLDER.
Manage team members
Organization invites belong here. They are best for organization managers and board members.
- Enter Email address (placeholder
you@example.com). - Click Send invitation.
There is one access level for now: org admin. They receive a link to sign in or register, then get access to this organization workspace. There is no role selector on this form.
If no one has been invited yet, status can show No teammates invited yet.
Do not invite night-of volunteers or people who only need one auction from Team & Settings. Invite event-specific staff and volunteers from TOOLS, then Invite Team, inside that campaign.
Full invite steps: How to Invite Organization Team Members. Auction Staff and Volunteer invites: How to Add or Edit Auction Administrators.
Organization settings
Under Organization settings:
- Edit Organization name.
- Click Save organization.
Account holder details
Under Account holder details, the label is MAIN ACCOUNT HOLDER.
Fields:
- First name
- Last name
- Email address (Email cannot be changed.)
- Phone number
- Save profile
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.
Team & Settings vs auction Invite Team
| Need | Where to go |
|---|---|
| Organization managers and board members | Team & Settings (this page) |
| Event-specific staff and volunteers | Campaign Hub → TOOLS → Invite Team |
Need help? See How to Contact CharityAuctions Support. Email support@charityauctions.com.
Frequently asked questions
What is Team & Settings in CharityAuctions?
Team & Settings is the organization page where you keep the organization and the people who run it in one place. Sections include How org team access works, Manage team members, Organization settings, and Account holder details.
How do I open Team & Settings?
From Organization Home, click Team & Settings in the left nav under Workspace / Organization. You can also click Invite teammates to review them with you on Organization Home. The URL looks like /org/{your org}/settings.
Who should I invite from Team & Settings?
Invite organization managers and board members. They get org admin access to this organization workspace. Do not invite night-of volunteers or one-event helpers here. Those people belong on auction Invite Team.
How do I change the organization name?
On Team & Settings, open Organization settings. Edit Organization name. Click Save organization.
What is MAIN ACCOUNT HOLDER?
Under Account holder details, the label MAIN ACCOUNT HOLDER shows First name, Last name, Email address (Email cannot be changed.), Phone number, and Save profile.
Can I change the main account holder email on Team & Settings?
No. Under Account holder details, Email cannot be changed. You can update First name, Last name, and Phone number, then click Save profile.
How do I transfer ownership if a previous admin leaves?
You can easily transfer ownership by inviting a new org admin from Team & Settings, then removing the previous admin when they leave the organization.
Is Team & Settings the same as Invite Team inside an auction?
No. Team & Settings is for the organization (managers and board members). Invite Team under TOOLS inside Campaign Hub is for event-specific staff and volunteers on one auction.
Related articles
- What is Organization Home?
Organization Home is the organization level of your CharityAuctions account. It sits above each auction campaign. New accounts with no campaign land here after login. If you already have a campaign, login opens Auction Campaigns instead.
- How to Invite Organization Team Members
Invite organization managers and board members from Team & Settings. Enter Email address and click Send invitation for org admin access to this organization workspace. Event-specific staff and volunteers belong on auction Invite Team (Staff or Volunteer), not at the organization level.
- How to Add or Edit Auction Administrators
From Campaign Hub, in the left sidebar, under TOOLS, click Invite Team. Enter Email Address. Choose Access level Staff or Volunteer. Click Send Invitation. Register with that same email, then accept on Auctions I'm Managing. If the portal shows active but pending registration, accept the invite with the matching email. Check spam if the invite is missing.
- How to Contact CharityAuctions Support
Reach CharityAuctions by phone, email, live chat, a booked call, or SAM Ai Bot. Say talk to a human when you want a person. Call 1-844-234-2335 or email support@charityauctions.com.