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A donor may forget their password and possibly lock their account (if they mis-key their password 3 or more times). The donor can reset their own password by clicking on the “I forgot my password link”. If they contact you, you can also change a donor’s Profile password to allow your donor access to their Profile again. Once the donor logs in using their new password they can change their password to something only they Read more
This Qsuite Quick Reference Sheet is focused on profiles for your users, and how you and your users may use profiles to streamline their experience. Profiles allow your donors to view, edit, or cancel their transactions. Creating and Managing Profiles Profiles are the accounts that allow your contributors and registrants log into to see their giving history. Profiles can be created by the user through a DonateQ giving page if you have included the Read more
The Profile Page is where your donors can log in to see their giving history. You can manage the look and feel of your Profile Page under Admin> Profile Settings. Layout & Design Layout & Design is where you set the base color styling for your profile page. Once you have completed any changes, remember to [Save]. Page Background Page Background enables you to change the outside border settings. Background Image: You can Read more
Profiles are accounts that allow your donors to log in and see their stored accounts and giving history. When you access a Profile, you can reset a password for the Profile User, make changes to a Profile, or view and manage specific activity on a Profile including associating unassigned Transactions and Transaction Schedules to a Profile. Here are the options from the Profile Home Page: Recent Profiles The Recent Profiles table displays the 10 Read more
Occasionally, you may want to remove a Profile from the system. To do this, click on “Profile” at the top of your screen. Next, click on “Find a Profile” in the side menu and search for the Profile you wish to delete by using the first or last name of the donor. To delete their Profile simply click on the “X” (Delete Profile) action icon from the table. A confirmation screen will come up advising you Read more
To create a new Profile for a donor, click Profiles from the top menu and select ‘Add a Profile’ from the left-side menu. A Profile requires a minimum of one address, one email (which will also be used to log in), and one phone number. + Add an Address: Click to add a billing or mailing address to the Profile. + Add an Email: Click to add an email address to the Profile. + Read more
Donations can be assigned to a Profile within the Donor’s Profile and under the “Donations” tab. Within the “Donations” tab you can “Find Unassigned Donations” and the assign them to the donor’s Profile. To get started, search for the donor’s Profile: 1. Click on “Profiles” at the very top of the page 2. Click on “Find a Profile” from the side menu 3. Enter the first OR last name for the donor (don’t search for the full name) Read more
Donations can be assigned to a Profile by accessing the Donor’s Profile and looking under the Donations tab. From here you can “Find Unassigned Donations” and the assign those donations to the donor’s Profile. To get started, search for the donor’s Profile: 1. Click on “Profiles” at the very top of the page 2. Click on “Find a Profile” from the side menu 3. Enter the first OR last name for the donor 4. Click on Read more
If you need to transfer donations from one Profile to a new Profile, you will need to delete the current Profile to free up the associated transactions. Once this Profile has been deleted, you are free to associate the now unassigned donations to the new Profile: 1. To delete a Profile click on “Profiles” at the very top of the page 2. Click on “Find a Profile” from the side menu 3. Enter the first OR Read more
To update a donor’s stored Accounts you will first need to search for the Profile: 1. Click on “Profiles” at the top of the screen 2. Click on “Find a Profile” on the left-hand side menu 3. Enter the First OR Last name of the donor and hit ENTER 4. Click the pencil icon next to the donor’s Profile you need to edit: 5. Click on the “Accounts” tab within their Profile 6. From here Read more