This guide answers common questions about primary managers, including how to change your organization's primary manager.

Change Your Primary Manager

Please contact our support team to change your organization's primary manager.

Primary Manager FAQ

What's a primary manager?

The primary manager is who our team contacts to sign-off on major account changes (ex. account closure). 

Every organization with a giving platform account has a primary manager.

Who is our primary manager?

By default, the person who registered your organization's giving platform becomes the primary manager.

Identify your primary manager by checking your Managers page: Navigate to your manager dashboard, click the Settings icon (gear symbol ⚙️ in top right corner), then select Managers from the dropdown menu.

Does the primary manager have special administrative privileges?

Unless the primary manager restricts the permissions of other account managers, he/she won't have additional dashboard privileges. Read more: Manager Permissions

The only inherent distinction is that we require primary manager approval for major account changes.

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