Team, seats & usage
DonorAtlas accounts have import credits, export credits, and a limit on the number of seats (users) on your team. This article goes in-depth into these systems!
DonorAtlas accounts have import credits, export credits, and a limit on the number of seats (users) on your team. This article goes in-depth into these systems!
Your team lives on the page. Under Team Members, you'll see everyone on your team, their roles, and any pending invitations.
Every team member has one of four roles:
| Role | Uses a seat | What they can do |
|---|---|---|
| Admin | Yes | Everything: the full platform, plus inviting and removing members, editing permissions, configuring integrations, and billing. |
| User | Yes | The full platform — search, profiles, lists, imports, exports — but no team, integration, or billing settings. |
| Configure Only | No | CRM integration setup and configuration pages only — for an IT contact who shouldn't take up a seat. |
| Billing Only | No | Usage and billing pages only — for a finance contact. |
Enter their email under Invite Users
They'll receive an email invitation to join your team.
Pick a role
Most teammates are a standard User — see the table above.
Send the invite
The invitation shows as pending until they accept. You can revoke it any time from the same page.
Invite Users
User — The full platform — search, profiles, lists, imports, exports — and nothing else. Uses a seat.
Open the menu on any team member's row and choose or . Removing someone frees up their seat immediately.
Seats are individual. Each seat belongs to exactly one person, and logins can't be shared. If your seats are full, remove someone or request another seat before inviting more teammates.
Your plan is measured by three numbers, and you can check all of them on the page:
| Unit | What counts | What's free |
|---|---|---|
| Import | Each unique donor you bring in — from a CSV upload or a CRM sync. | Unmatched rows cost nothing. |
| Export | Each unique donor that leaves — a row in a spreadsheet or a page in a PDF. | Each donor counts once, ever — re-exporting never counts again. |
| Seat | One individual login (Admin or User roles). | Configure Only and Billing Only roles don't use a seat. |
Browsing is always free. Searching, opening profiles, and building lists never consume imports or exports — you only spend credits when donors come in or go out.
The page shows what's left in your billing period and when your credits renew. Need more? Click Request More Imports, Request More Exports, or Request More Seats right on that page.
And if you have any questions about your plan or billing, don't hesitate to contact support on the Help page — we're more than happy to help out, and we typically respond within a day!
You’ve reached the end
That’s the whole tour. You now know how to search for donors, read a profile, build your network, and get your data in and out. Come back anytime for a refresher — and if anything’s unclear, we’re always happy to help.
Back to the Help Center