Housekeeping & Best Practices

We recommend you review your account’s settings once a quarter just to be sure your settings are current. There are always staffing changes to consider, maybe your branding has changed and you are working with a new logo; either way, you’ll want to be sure it is still current. Below are three areas you should review on your account – once a quarter is not a bad idea just to be sure your information is current:   Read more

How do I reset or unlock a User’s password?

This article will address working with passwords for your Qsuite Users.  If you are looking to reset a password for a donor trying to access their Profile, please see this article. To manage your Users passwords you will first need to click on “Admin” at the very top of your Qsuite, then under “Users” click on “Manage Users”. (If you do not see this option your User does not have the necessary permissions.) You are now Read more

User Management

Everyone at your organization who needs access to your Qsuite should have their own User account.  This is important from a security standpoint.  If you have an employee who leaves your organization you can deactivate their login, preventing them from continuing to access your Qsuite.  It also allows you to determine the access level for each of your of Users. Create a User: To create a new user you will need to complete the following: Read more

Users Overview

This section displays the available options for creating and managing other users in the Qsuite, or changing your own password. Change My Password Reset/update your password.  When changing your password, you must abide by the following criteria: You cannot use one of your last 4 passwords. Must be between 6-50 characters long. Must contain at least one (1) UPPERCASE letter. Must contain at least one (1) lowercase letter. Must contain at least one (1) number. Read more

Profile Settings Overview

The Profile is where your donors can log in to view their giving history.   Profile Display You can manage the look and feel for your Profile interface using the Profile Page Design (see below), so that the color scheme matches your website. Click [Save] to save your Profile Settings.   News & Information You can update the News & Information section that your contributors see when they log into their Profile.   My Profile Read more

Profile Page Design Overview

The Profile Page Design allows you to preview your changes to the look and feel of your Profile interface as you make them.   Layout & Design Layout & Design is where you set the base color styling for your Profile page. Page Background Page Background enables you to change the outside border settings. Background Image:  You can use an image for the outer border.  Click + Add New to upload a new image, click Read more

Communications Overview

Communications is where you find all available email options for your Qsuite account. You can decide what, if any, emails are sent out by your Qsuite account. You can access your communication settings from Admin.   Donor Relations Contact The Donor Relations Contact is the used as the “Contact Us” in DonateQ and CustomQ email communications to your donors.  You can edit the designated contact at any time.   Communication Settings These are the various Read more

How can I edit my Communications?

These are the various email communications which your Qsuite account can distribute. Keep in mind, depending on which products you have plugged into your Qsuite, your account options may vary to what you see below: New Transaction Receipt Giving/Payment Page Confirmation Registration Confirmation Scheduled Transaction Reminder Scheduled Transaction Processed Scheduled Transaction Failed Ending Scheduled Transaction Scheduled Transaction Expiring Credit Card You’ll notice three options have “Edit” next to them. By clicking on “Edit” you can Read more

Communication Settings

Select the communications you would like to send by selecting the respective checkboxes in the communication list.  If a communication is not checked, then this notice will not be sent out from the Qsuite.  Some communications allow you to customize the message to better identify your organization to the recipient.  To customize a communication, click on the Edit link next to it.  This sets the default for that particular communication, but individual Events and/or Giving Read more

How do I edit a Category?

To edit an existing Category (or Subcategory), click on Admin from the top menu and select “Manage Categories” from the Categories section. Note: Any edits or additions to your Categories or Subcategories will require you to also update and save your giving page to reflect your changes (see also). Editing the name of a Category or Subcategory will automatically update that all transactions associated to that Category or Subcategory to reflect your changes.   Manage Categories Read more