Organization Settings

Organization settings are where you can manage your organization's information such as name, address, bank account, and more.

The organization settings is split into the following sections; General, Governance, Bank Accounts, Groups, and Access Control.

General

The main settings page for your organization is where you can manage your organization’s core information such as name, address, support information & social media accounts.

Governance

The governance section allows you to customize the wording of various texts across the donation portal.

Includes:

  • Marketing Consent Statement
  • Fundraising Regulator URL (UK only)
  • Gift Aid Ask (UK only)
  • Gift Aid Declaration (UK only)

Bank Accounts

The bank accounts section allows you to add and manage the bank accounts that you want to receive donations into.

Groups

The groups section allows you to create and manage groups within your organization.

Access Control

The access control section allows you to manage the users and their permissions within your organization.

Edit this page