Updating My Account & User Accounts
Any user can update their personal details and preferences in My Account. Admins can modify other users accounts by selecting one from User Accounts.
User Details
A user email should only be modified if their address has changed. An email should not be changed to another person for audit purposes. In cases where someone is leaving or left your organisation, a new user account should be created for a new member, and accounts deleted of those no longer required.
After updating an email address of a user (or your own), an email will be sent to the old address confirming the change. The new address will be emailed with a link for validation.
First & Last Name
We politely request that all user accounts use the real name of the person the account belongs to. Failure to do this can affect our support service, if we cannot verify that we are speaking to an account holder.
For this reason, please avoid using team or department names in these fields.
Role
Only Admins can change the role of other users and users cannot change their own role.
Change the role of a user to set access permissions (see table below).
Security & 2-Step Verification
For information regarding account security, please read our separate security help article here.
Email Notifications
Slide the on/off switch (click!) to configure any notifications you wish to receive.
- Donations/Contributions on My Pages - Receive an email every time you receive a new donation/contribution on any of your pages.
- Fundraising pages published by others* - Receive an email when a supporter publishes a fundraising page for your organisation.
- Donations on supporter pages* - Receive an email every time a donation is made on any of your supporter's fundraising pages.
- Invoices & membership plan reminders - Receive a copy of any invoices that are issued on your organisation account. Also receive reminders, renewals and expiration emails regarding your membership plan. Please note that Admin users are required to receive these notifications.
* Only available on Non-profit accounts.
Email Subscription
If you'd like to hear from us regarding new features and ideas for your campaigns, please enable this setting.
Role Permissions
Permission | Admin | Campaigner | Moderator | Read-only |
---|---|---|---|---|
View all settings & data | ||||
Download & write custom reports | ||||
Update own user account details | ||||
Modify messages on pages | ||||
Add & delete offline donations/messages | ||||
Share custom reports | ||||
Create, modify & publish pages | ||||
Purchase products & plans | ||||
Modify organisation profile | ||||
Modify organisation settings | ||||
Create, modify & delete user accounts | ||||
Modify & delete reports owned by other users |