Understanding User Roles

WellFunded supports different types of users, each with access to specific features and actions on the platform. This article explains the main user roles, what each role can do, and how access is typically used across charities, donors, and donor-advised funds.

Understanding roles can help you navigate the platform more confidently and avoid confusion about what actions are available to you.

Overview of User Roles

User roles on WellFunded are designed to reflect how people participate in the giving process. Roles determine what you can view, create, or manage, but they do not affect ownership of relationships or decision-making authority outside the platform.

At a high level, roles fall into three groups:

  • Charity users

  • Donor users

  • Donor-advised fund (DAF) users

Each group interacts with WellFunded differently.

Charity Users

Charity users represent an organization listed on WellFunded.

Charity users typically can:

  • Create and manage a charity profile

  • Upload logos, documents, and supporting materials

  • Add or update leadership and board information

  • Create and manage projects

  • Respond to giving opportunities

  • Complete WellCheck assessments when requested

Charity users control the information shared on their profile and decide how to follow up with interested donors. WellFunded does not initiate or manage those relationships.

Donor Users

Donor users use WellFunded to discover, review, and support charities.

Donor users typically can:

  • Search for charities

  • View charity profiles and projects

  • Create and review WellChecks

  • Create giving opportunities

  • Make pledges

  • Organize charities using lists or goals

Donors use WellFunded to evaluate and organize their giving. Giving itself happens outside the platform, through the donor’s usual process.

Donor-Advised Fund (DAF) Users

DAF users represent donor-advised funds or foundations managing giving on behalf of donors.

DAF users typically can:

  • Search and review charities

  • Use WellChecks during grant review

  • Organize charities using lists

  • Make and manage pledges

  • Coordinate internal review and approval workflows

DAF users often have additional internal roles or permissions that reflect how their organization manages grant decisions.

Roles and Permissions

Roles determine what actions a user can take within the platform. Permissions may vary depending on the organization, account setup, or internal policies.

For example:

  • Some users may have edit access, while others have view-only access

  • Multiple users can be associated with the same organization or account

  • Access can be updated by account administrators as needed

If you are unsure what actions are available to you, it may be related to your role or permission level.

What Roles Do Not Control

User roles on WellFunded do not:

  • Transfer funds

  • Commit donations

  • Control off-platform relationships

  • Override internal decision-making processes

WellFunded provides tools for discovery, review, and coordination, but all giving decisions and transactions remain external.

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