Manage organization roles

Overview

Review organization roles regularly and remove access when a teammate no longer needs it.

Where to find it

Open the nonprofit workspace. Organization profile, Team, Invitations, Payments, Platform billing, API Integrations, Donation Page and Receipt Templates are available from Organization > Settings when your organization role permits them.

How it works

1. Confirm the current profile or organization in the page header.
2. Open the named setup or settings area and review the existing values.
3. Complete the required fields without sharing credentials or private payment information.
4. Save once and verify the page displays the new status.

Important details

Controls are shown according to the selected workspace, role, plan and record state. If a control is missing, confirm those four conditions before treating it as a platform fault.

If something does not look right

1. Confirm the signed-in profile and current workspace shown in the page header.
2. Capture the page address, time and exact visible error.
3. Do not include passwords, API keys, bank details or full card data.
4. Ask GoodAction Support when the expected control remains unavailable or the saved result differs from this article.