Allowing Access to Membership

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If you want to use the membership features of your Donorfy you need to first enable the feature within your Donorfy. 

 

Requirements

Enabling the Membership feature can only be completed by a user with Administrator permissions 

 

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Memberships is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.

 

Switching on the Membership Feature

  • Open Settings > Configuration
  • Search for Membership from within the Settings drop-down box
  • Set Show Membership Feature to Yes
  • Confirm by clicking Update

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Granting Users Permission to use Memberships

To allow people to access the Membership feature, Administrators will automatically have access, for Standard users the option will need to be enabled.

  • Open Settings > Users
  • Click on the user name that needs access granting and set Allow access to Membership to Yes
  • Save Changes

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The Donorfy Academy features a learning course for Memberships - enrol here

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