• 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 ...

  • 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? ...

  • Inviting Other People to Use Donorfy

    If you are 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 t...

  • Managing Users and Security

    If you are a user with Administrator role permissions you can control the access other people have to your Donorfy, to do this: Click on Users under Settings Select the ‘Existing Users’ tab From this tab you can Change user access rights (permi...

  • 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...

  • Two Factor Authentication (2FA)

    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...

  • Unable to sign in as an Administrator

    This article explains how you can sign into your Donorfy system as an admin in the case where the only person with Administrator rights in your organisation has left without appointing another Administrator or has forgotten his/her password.   If ...