Inviting people to your Trees That Count account allows others to donate, update payment details, request native trees and take action on behalf of the account.
Whether you’re a business that donates to fund native trees, or a planting group that gets native trees into the ground, you can have multiple people on your account to take action together.
Adding and inviting people to join your account
You can invite people to your Trees That Count account from within your account settings page, under the ‘Users’ tab. Add their details and we’ll send them your invitation. Need an extra hand? Follow the steps below.
Head to your account settings page, and select the ‘Users’ tab.
Click ‘Invite new member’ and add their details. You’ll need their
First and last name
Email address
Tap ‘Send invite’ and we’ll send them an email with a link to view and accept your invitation.
Once they’ve accepted the invitation, created their log in and set up their account, they’ll be able to take action on your behalf.
Removing users from your account
If you’re set to an ‘owner’ on an account, you can remove another user at any time within your account settings page, under the ‘Users’ tab. Need an extra hand? Follow the steps below.
Head to your account settings page, and select the ‘Users’ tab.
Click ‘Actions’ next to the user you want to remove
Select ‘Remove user’ and confirm the reason for their removal
Once a user has been removed from your account, they will no longer be able to take action on behalf of your account or access any of your transaction history.
User permissions
Member
When you first invite someone to your account, they will be added as a ‘member’. Members can donate, update payment details, request native trees and take action on behalf of the account.
Owner
Want to give more control of the account? Once someone has been added and accepted the invitation to join an account, you as the ‘owner’ may update their role to ‘owner’. Owners can do everything a member can do and more. Owners can invite, remove and change roles of other users on the account as well as edit account details.
An account may have more than one owner at any given time however, you’ll always need at least one owner on an account.
Who receives donation receipts and confirmation emails after donations are made?
The email address to receive invoices and receipts is selected during the donation process. By default, the main account email address is used in the 'Email address' field.
To change this, simply edit the ‘Email address’ field (as shown below) - we’ll send invoices or receipts to the email address within this field.
