Teams overview

A team in Karani is a group of fundraisers billed together and, usually, led together. One person pays; leaders and supervisors can see how everyone is doing, coach them, and set up their dashboards.

Teams are how an organisation with 23 missionaries runs Karani without configuring 23 accounts by hand.

karani.co/user/payment-group

The team dashboard — the whole team's fundraising on one page.

What a team gives you

One bill	The team leader pays for everyone, at an automatic volume discount
A team dashboard	Every member’s progress against their goal, with pace
Member detail pages	One person’s fundraising, tasks, and gifts
Coaching notes	A running record of your conversations with each person
Segments	Slice the team by fund, region, or cohort
Assigned dashboards	Build someone a starting dashboard, or set one for the whole team
Shared integrations	Share one QuickBooks or Microsoft connection with the team
SLAs	Store the agreements that govern the team

Roles

Every person in a team has one role, and the role decides what they can see.

Role	Can see	Can do
Owner	The whole team	Everything, including billing
Admin	The whole team	Everything except billing ownership
Supervisor	Only their assigned members	Coach and build dashboards for those people
Member	Only themselves	Their own account

Owners and admins are collectively leaders — they set the group-wide default dashboard, build dashboards for anyone, and manage segments.

Full detail in Roles & permissions.

Paying for an account is not the same as seeing into it

Being in a payment group means someone else is billed for your Karani. It does not by itself give them your contacts.

What leaders and supervisors see is the aggregate fundraising picture — raised, goal, pace, donor counts, gifts. To work inside someone’s account, that person has to share it with them, which is a separate and deliberate step.

Team vs. organisation vs. account share

Three different things that all sound similar:

• A team (payment group) is a billing and leadership unit. Covered here.
• An account share is one person granting another full access to their account.
• An organisation is a larger structure your organisation’s administrators manage. Out of scope for these docs.

Setting one up

Teams are configured by Karani rather than being self-service. Email customerservice@karani.co with who’s paying and roughly how many people. See Setting up a team.

Where to go next

Setting up a teamGetting a team created, and inviting people into it.

Roles & permissionsOwner, admin, supervisor, member — and who sees what.

The team dashboardReading the roster, the pace column, and the headline numbers.

Coaching notesKeeping a record of your conversations with each member.