Inviting compliance colleagues

Last updated: April 30, 2026

You can now invite your Compliance colleagues/firm to Switchboard, so they may access our Compliance Center and view/download donor data for submission to the FEC or other relevant authority.

We have created a brand-new permission to support this (Compliance Admin), so that Compliance users can only view the Compliance Center and nothing else within your Switchboard account.

To add a Compliance user or many:

  1. Visit Org Settings - Members https://oneswitchboard.com/organization/settings?tab=members

  2. Click "Invite Member"

  3. Specify the email address(es) you wish to invite

  4. To give Compliance folks very limited access to the Switchboard account, grant them the following permissions:

  • Organization: Basic User

  • Compliance: Admin

  • All other categories: No access

  1. Click "Send invite"

A user with the Compliance-Admin permission will be able to access the Compliance Center but no other pages within Switchboard, and will not be able to take any actions outside downloading the relevant donor data.

Here is a fake payout file, to help you and your compliance colleague know what to expect: https://docs.google.com/spreadsheets/d/1yQOxHIqBKNQ38iZdm_1zMWyYWVyKU-0eNx5Zg6b-i3Y/edit?usp=sharing