Changing Your Username, Display Name or Password

Follow

From within your Profile, you can manage your Display Name, Password and other related items. 

Accessing your Profile

  • Your User Profile is located at the top right of Donorfy - it is a circle containing your initials

 

 

  • Next, click on Manage your Profile

 

 

Change your Display Name

  • Click into the Change your name field

  • Enter your new Display Name and Click on Update
  • This will then change your Profile Display Name within Donorfy. Please note that this does not change your Login Username.

 

Change your Password 

To update your password, open your User Profile

Next, click on Manage your Profile

Enter your current password into the Current Password field

Then enter in your new strong password into the New Password field

Next, confirm the password by re-entering it into the Confirm Password field

Once the two password fields match, click on Change Password

You will then need to use this new password the next tie you login to Donorfy - ensure you also update any password vaults that contain your Donorfy password!  

 

Change your Login Username

You cannot change your Login Username (the email address you use to sign into Donorfy) within Donorfy. 

If the email address used as your Login Username has recently changed, then you will need to ask your Donorfy Administrator to send you a new invite for your new email address (Inviting Other People to Use Donorfy ).

Once your new Donorfy User Profile is set up, you will then need to re-assign any items linked to your old Donorfy User Profile to your new User Profile, for example:

  • Tasks
  • Form Notifications
  • Opportunities
  • Trigger Email
  • Lists
  • Dashboards

 

 

Comments

0 comments
Please sign in to leave a comment.
Powered by Zendesk