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Account Setup - Edit Organization Options

If you are ever needing to edit the account setup information for your organization simply click the name of your organization to the right on the admin dashboard homepage.

Organization Profile

The page will automatically load to the Organization Profile which contains the primary information about your organization. You can edit the name, address, phone number, category, & the web address.

Organization Page Design

Next we can review the overall account design, which includes the primary cover image, the logo of the organization, and the color palette that is displayed on every page.

CLICK HERE FOR GRAPHIC SIZE REQUIREMENTS

You can also edit the Emotional Appeal message that is a perfect location to tell your potential donors exactly what drives your organization and why there is a need for fundraising.

Donor Profiles

As a default each donor is requested to provide the following information during their gifting process: name, email, mailing address, and a comment box.

Admins can decide what information is required and additional questions or fields can be added as needed.

Account Users

For additional information on Account User click HERE.

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