Personal or business account, and how to work with more people on the same causes.
Your causes don’t hang from your user, they hang from an account. You can have several and switch between them from the selector at the top of the side menu, which shows the name of the account you are in.They are managed in Configuration › Manage accounts, which opens the Account Management screen.
Account Management: all your accounts in a list, and at the top right the buttons to create another one.
For each account the list shows its Type (Personal or Business), your Role in it (for example, Owner or Invited), its Status (Active or Inactive) and how its identity verification is going (KYC / KYB).
The first time you sign in, on the Complete your profile screen, you choose the type of your first account: Personal or Business. Create your account
Personal
For individual use. The account is yours and in your name. You can only have one.
Business
For a company, an association or a group. Causes appear in the organization’s name, not yours. You can have several.
Both can create causes and collect signatures, and both types include team and role management. The difference is whose name the causes appear under.
If the causes belong to an association, create the business account from the start. Moving causes from one account to another later is not immediate, and the people who already signed did so seeing a different organizer.
In Account Management, press + Personal or + Business. Remember you can only have one personal account.
2
Fill in the name
The personal one goes in your name. The business one asks for the Company name: type the name of your association, company or group as you want it to appear.
3
Create it
Press Create Personal Account or Create Business Account. You will see “Account created successfully!” and it will appear in the list.
Each account keeps its causes, its payments and its members separately.
From an account’s detail view, on its Team tab, you can invite more people with Invite User: you type their email and assign them a role. They receive an invitation and, when they accept it, they join with that role. Invitations still without a reply can be resent or cancelled. The same invitation can be resent at most once every ten minutes. You can only invite someone with a role, or move someone to a role, whose permissions you also have in that account.From the same screen you can temporarily take away someone’s access with Block user, without removing them from the account, and give it back later with Unblock user.
A role is a set of permissions. In Role Management you create the ones you need with Create New Role: you give it a name and a description and tick at least one permission. Then you assign it to each member.The healthy rule is to give the minimum: someone who only writes updates doesn’t need to touch payments.
Deleting a role asks you to type its exact name to confirm, and it cannot be undone. Whoever had it loses those permissions at that moment.
If you were invited to an account you no longer use, you can leave it with Leave account, in that account’s actions menu in the list. You are asked to confirm it with Leave Account.You lose access to its causes and it cannot be undone: to come back, they would have to invite you again. Your user and your other accounts stay the same.
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The account is yours and in your name. You can only have one.`})}),_jsx(Card,{title:`Business`,icon:`building`,children:_jsx(_components.p,{children:`For a company, an association or a group. Causes appear in the organization’s name, not yours. You can have several.`})})]}),`\n`,_jsxs(_components.p,{children:[`Both can create causes and collect signatures, and `,_jsx(_components.strong,{children:`both types include team and role management`}),`. The difference is whose name the causes appear under.`]}),`\n`,_jsx(Tip,{children:_jsx(_components.p,{children:`If the causes belong to an association, create the business account from the start. 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