GiveCentral Atlas — Invite user

Invite a new user

A magic-link invite will be emailed · expires in 7 days

Identity

Role & scope

Review & send

Who are you inviting?

First name*

Last name*

Work email*

Title (shown on profile)

Sign-in method

Authentication

Two-factor

Domain check passed. diocese.org is verified for SSO. Jamie will sign in with their existing M365 credentials — no new password needed.

Pick a role

Roles bundle permissions across Donors, Gifts, Campaigns, Communications, Reports, and Admin. Need something custom? Define a custom role →

Admin

Administrator

Full access · users & roles · audit log · billing. Reserve for IT and the bishop's office.

Database Admin

Owns data quality. Gift entry · batch · receipts · parish rosters · duplicate management. Phase 1 primary persona.

Dev Director

Development Director / CFO

Accountable for fundraising performance · GL accuracy · receipt compliance · board reporting.

Gift Officer

Gift Officer (recommended for Jamie)

Carries 75–150 prospects · pipeline visibility · pre-meeting briefs · log activity. Cannot post batches or change campaigns.

Read-only

View any record · cannot create, edit, or send communications.

Custom

Custom role…

Build your own permission matrix in role builder.

Legal-entity scope

Pick which entities Jamie can see and act on. Funds outside this scope will be invisible to them.

✓

Diocese of Albany

EIN 14-•••2401 · primary tenant

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Diocesan Foundation

EIN 14-•••8847

Catholic Charities

EIN 14-•••5512

Scholarship Foundation

EIN 14-•••9201

Welcome & onboarding

Auto-assign starter portfolio?

Create welcome tasks?

Identity Edit →

NameJamie Morrison

Emailjamie.morrison@diocese.org

TitleGift Officer

Auth methodMicrosoft 365 SSO 2FA required

Access Edit →

RoleGift Officer

Entity scopeDiocese of Albany Diocesan Foundation

CannotPost batches · edit campaigns · change permissions · access Catholic Charities or Scholarship Foundation

On invite Edit →

Starter portfolio5 unassigned LYBUNT donors at Cathedral Restoration auto-assigned the moment Jamie accepts

Welcome tasks3 tasks queued "Read playbook" · "Shadow Sarah" · "Log first activity"

Email preview

From Sarah Reynolds <sarah.reynolds@diocese.org> · Subject "You're invited to Atlas — Diocese of Albany"

Hi Jamie,

I'd like to add you to Atlas, the donor management system we're rolling out across the Diocese. You'll be set up as a Gift Officer with access to the Diocese and Diocesan Foundation entities.

Click the button below to accept the invitation. The link expires in 7 days.

Accept invitation →

Once you're in, your starter portfolio of 5 prospects and 3 onboarding tasks will be waiting for you.

Welcome aboard,
Sarah

✓

All checks passed. Email is on a verified domain · role + scope are valid · 7-day audit log entry will be created.

Auto-saved as draft · audit log active