Add New Giver Profiles

If a giver has trouble creating their giving account, your managers are equipped to create new giver profiles in your system!

Add a New Giver Profile

  1. Navigate to your manager dashboard and click on Donors in the menu on the left.

  2. Click the Add Donor button at the top of the Donors page.

  3. Complete the required fields and click Save! 

NOTE: Once you save the profile, your giver will receive an email welcoming him/her to online giving. This email will provide the giver with instructions for logging in, as well as a temporary password for his/her new account.


Was this article helpful?

0 out of 3 found this helpful

Have more questions? Submit a request