Account Users, Volunteers & Donors

The following information is available on this page:

• Adding Users & Volunteers

  • User & Volunteer Roles

• Additional User Roles for Virtual Events

  • Handling Chat

  • Download Chat

  • Removing a guest from your virtual event

Adding Users & Volunteers

A PayBee user is any fundraising team member or member responsible for running the event who requires access to your PayBee account. When the user is added, they are able to access the account using their own email and password (access can be removed at any time). There is no limit to the number of users that can be added and their access to parts of the account is determined by the role selected while adding them as a user.

A PayBee volunteer is a member from your volunteer team responsible for accepting donations in-person or performing event day activities like guest registration (check-in and managing walk-ins), adding bids, pledges, items, etc. to donor carts and checkout. They use the PayBee app on their phones, iPads or tablets to perform these tasks. There is no limit to the number of volunteers that can be added and their access can be removed at any time.

You can add users and volunteers to your PayBee account by going to the Users or Volunteers section on the dashboard and sending them an invitation by entering their email address.

User & Volunteer Roles

Users can perform the following roles:

1. Account Admin: An account admin can access everything on this account, including all campaigns, events, and reports. They can also add other account admins to this account. Eg: members of the fundraising team.

2. Campaign Manager: A campaign manager can edit one or more selected campaigns on this account. They can also access the All Donations report and Campaigns report but will only see transactions associated with the selected campaigns. Any new campaign created by the campaign manager is added to the list of campaigns accessible by the campaign manager. Eg: team members responsible for creating, editing and managing certain campaigns like sponsorships and ticketing or the silent and live auctions.

3. Event Manager: An event manager can create a new event, edit and manage existing in-person, virtual and hybrid events, and access all pending carts. They can add pledges, check out carts, check guests in, send out event invitations, event reminders, add guest reminders and pending cart reminders within the event. Eg: event planner, auctioneer, PayBee producer, video producer, virtual event admin chat manager, etc.

4. Finance Manager: A finance manager can access all reports but cannot edit or create new campaigns or events. Eg: members of the accounting department.

Volunteers can perform the following roles at the event by downloading the app:

1. Check-in and check-out guests.

   • Pre-swipe credit cards, if desired.

   • Capture checks, cash, and process credit card payments.

2. Assign paddles and/or tables to guests or walk-ins (if required).

3. Add, edit, and delete pledges in guest carts.

Additional User Roles for Virtual Events

Handling Chat

During the event, you can send messages as the admin chat manager, delete messages or block users.

Download Chat

After the event, you can download the chat history.

Removing a guest from your virtual event

In the rare event that you need to remove a guest from your virtual event you can go to Manage > Events and select the virtual event report from the menu under ...

Then click the trash can next to the guest's name and confirm you'd like them removed from the event.