Just have a new member join your team? Perhaps you’d like to offer a volunteer the opportunity to work together on a Project in Keela? Good news - collaborating with team members has never been easier.
Add a new Team Member to your Keela organization and you can easily work alongside each other on Projects, Campaigns, and maintain your contact and donations database.
Invite a New Team Member
Navigate to ‘Organization Settings’ by selecting the settings dropdown menu in the top-right corner of Keela.
Within the tab ‘Team’ in the top-centre of your page, you’ll find the blue ‘+ Members’ button.
After selecting the ‘+ Members’ button, you’ll be prompted to enter the email address of the new User, as well as their role within Keela.
Admin - Full access to Keela (Contacts, Donations, Settings)
Contributor - Limited access to Keela (only Campaigns and/or Projects they are members of)
Once satisfied, click ‘Invite’ to send out your invitation.
In order to successfully join your Keela organization, the new user can either accept the invitation email they receive in their inbox, or you can pass the unique invitation code to them and they can log in directly using the instructions below.
Accept an Invitation
When you're invited to join an organization, you'll receive an email with a direct invite link and a unique invitation code.
Once you have the unique invitation code, you can join the organization using the following steps:
- Go to the direct invite link for your country, either by clicking the link in your email or going directly to the link:
United States: https://us.keela.co/invite
- If you have never created a Keela user account with this email address before, choose New User. If you have an existing Keela user account with this email address you want to use, choose Existing User. If you're not sure which one to use, contact Customer Success.
- For New Users, create a login using one of the 2 login methods available:
For Existing Users, login using your existing Keela user account credentials using the login method you used previously:
- On the next screen, choose Join an organization through invitation and paste in your unique login code, then click Next. You will now be logged in to your organization's Keela account.