User Profile

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Your user profile is located at the top right of your Donorfy screen - a circle with your initials. 

Within your user profile, there are various options:

  • Manage your user profile
  • Manage your notifications
  • Tasks
  • Show guides
  • Donorfy Academy
  • Feature Requests
  • Help 
  • Sign out 

 

Manage your user profile

Within this option, you can:

  • Change your display name
  • Change your password
  • Turn off or on your two-factor authentication - see: Two Factor Authentication (2FA)
  • Locate and also reset your Send to Donorfy email address - see: Send to Donorfy
  • Show the Getting Started List - this is the List of useful items as seen in your Home screen
  • Reset to Defaults - this is the clearing of the Donorfy cache within your web browser. This is useful where Lists, profiles and views do not load correctly - see: Constituent Panel, Timeline or Lists not Displayed Properly  

 

Manage your notifications

Within this option, you can manage the various notifications that you wish to receive from your Donorfy

  • Product News 
  • Tasks Reminders
  • Duplicates Check emails
  • Gift Aid Notification Emails
  • Suspicious Form Activity Emails

 

 

Show Guides

Clicking on this option will show the various banner guides describing the various areas in Donorfy, for example:

 

Donorfy Academy

Clicking on this link will take you to the Academy resources

 

Feature Requests 

Clicking on this link will take you to the Feature Requests page where you can up vote current suggestions or add a new one. This is a Professional Plan only option.

 

Help

Clicking on this link will take you to the main support page on our website - here you can raise a support ticket, find the links to the Knowledge Base or contact our Customer Success team about how to get the most out of your Donorfy.

 

Sign out

Clicking on this link will log you out of Donorfy

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