Editing a Giver's Profile
Objective
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.
💡 Why Edit a Giver's Profile?
Admins can help givers manage their profiles by updating essential information, ensuring accurate records, and providing support for any account-related issues.
Steps to Edit a Giver's Profile
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 Profile 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.
- Note: Email and phone number cannot be edited by an admin as they are used by the donor to log in to their account. The donor must update these items personally.
- If your organization uses envelope numbers, connect with Support to add that option to your donor's profiles.
Step 5: Save Changes
- Click Save to apply the updates.
Note: If a giver has trouble managing their giving account, your admins are equipped to help!
Have Questions or Need Help?
If something isn’t working right, we’re here for you!
- Technical Support: Available Monday–Friday, 8 AM–5 PM CST.
- Product Help: Visit the Help Center or click the question mark icon in the product for tutorials and step-by-step instructions.
- 24/7 Chatbot Support: Our Help Center chatbot can answer common questions any time—day or night.
- Personalized Support: Contact the Sales Team at sales@ministrybrands.com for guided help through our paid services.
💡 Pro Tip: Many answers can be found for free in our Help Center—no need to wait!
Updated