I have invited someone to my Project and they have not responded. Two things you can do: 1. Resend the invitation: Go to Accounts > Members > Project. You can resend by clicking Action...
What is a project? A Project is designed around a specific activity, holiday, event, or need (e.g., Happy Birthday Project, Retirement Project, $25 Amazon Subject Compensation,...
Can I designate funds to a certain project or account? Easy! Projects > Allocate Funds > Account to Project OR Project to Account The Administrator and the Funder are the two roles that may transfer funds.
How do I invite people to my project? Home Page > Accounts > Members To invite another person or a group of people to your account or project,...
A person who managed a project has left, how do I remove them from the project? Account > Members > Project Level Click on the Actions drop down menu on the far right column, click delete to...