Edit a Donor's Profile

How to edit a donor’s profile from the manager portal.

If a giver has trouble managing their giving account, your admins are equipped to help!


How to Edit a Giver's Profile

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

  2. Search for a giver using the Search Box in the upper right corner.

  3. Click 3-dot ellipsis icon to the far right of the donor's name and select Edit Profile, which pulls up the Edit Donor Profile window.

  4. Complete the Edit Donor Profile window: update the name, envelope number, and address. Email and phone number can not edited by an admin because they are used by the donor to login to their account. The donor would need to update those items personally. Note: if your organization uses envelope numbers, connect with Support to add that option to your donor's profiles.

  5. Click Save!


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