This article provides step-by-step instructions on how to edit a giver's profile in your giving platform. By following these steps, admins can assist givers in managing their accounts effectively.
Step 1: Navigate to the Donors Tab
- Log in to your manager portal.
- Click on the Donors tab in the left navigation menu.
Step 2: Search for a Giver
Use the Search Box in the upper left corner to find the specific giver.
Step 3: Edit Profile
- Click the 3-dot ellipsis icon to the far right of the donor's name.
- Select Edit Donor from the dropdown menu to open the Edit Donor Profile window.
Step 4: Update Profile Information
- Complete the Edit Donor Profile window by updating the name, envelope number, and address.
If your organization uses envelope numbers, connect with Support to add that option to your donors' profiles.
Step 5: Save Changes
- Click Save to apply the updates.
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