Configuration

  • Currency

    This article will guide you through your Currency configuration.    To add new Currencies, open Settings > Configuration > Currencies Click on the + button and start to add the details for your new item Replace 'New Item' with the currency code -...

    Graham Bell
  • Settings overview

    When you get started with Donorfy you're going to want to set up the system to reflect your organisation's needs. This article provides a list of the settings, along with their meanings. It is designed to help you prepare for your implementation. ...

    Robin Fisk
  • Settings

    Settings allows you perform various system administration functions, such as adding users, adding, changing or deleting entries on the various lists etc To access configuration and user management options open the sub menu under Settings as shown ...

    Ben Brett
  • Acknowledgement Placeholders

    A Placeholder will automatically populate with data when you use them in your letter/email. These make creating a letter within a batch or to send ad-hoc really quick and efficient. You can include the placeholders listed below into which Donorfy ...

    Graham Bell
  • Getting started with GDPR

    In the GDPR overview you saw how Donorfy to helps you comply with GDPR, so how do you get started in setting it up? Step 1 A constituent’s preference centre is made up of 3 areas, each of which will require configuring to suit your organisation’s ...

    Graham Bell
  • Channels

    The channels displayed on a constituent's profile are the methods by which you can contact a constituent.  Donorfy will come pre-configured with the following standard channels. These channels can't be changed as they are also used as part of inte...

    Graham Bell
See all 21 articles

Security and User Management

  • Keeping your organisation's information safe

    Keeping your organisation's information safe and protected from those with malicious intent has long been a priority of businesses. Whilst there are lots as a CRM provider that we do to ensure that your data is protected we thought we’d compile a ...

    Graham Bell
  • Donorfy Security Centre

    Keeping your Donorfy secure and maintaining security is always a high priority for system administrators, and to help you do just this the Security Centre Dashboard will provide you with the information you need. What information does it provide? ...

    Graham Bell
  • Inviting Other People to Use Donorfy

    If you a member of the admin role you can invite other people to use Donorfy, to do this Click on Users under Settings click on the ‘Send Invites to New Users’ tab enter the name and email address of the person you want to invite choose the type ...

    Ben Brett
  • User Permissions

    Within your Donorfy the system administrator/s are able to restrict access to different areas and features.  There are 3 main levels of user security permissions: Viewer, Standard, and Administrator. For the Professional Plan, there is more custom...

    Ben Brett
  • Two Factor Authentication

    Two factor authentication is an additional security feature designed to help prevent unauthorised access to your Donorfy by asking you to enter a code generated by your phone when you sign in. To use two factor authentication you need an authenti...

    Ben Brett
  • Managing Users and Security

    If you a member of the admin role you can control the access other people have to Donorfy, to do this Click on Users under Settings Select the ‘Existing Users’ tab From this tab you can Change user access rights (permissions) - see this for mor...

    Ben Brett
See all 7 articles