Skip to content
English
Submit a Support Request
  • There are no suggestions because the search field is empty.

Managing Organization Settings

Where do I update my organization’s details, contacts, users, gateways, and form policies?

Organization Settings holds your organization's core configuration on one page: general information, contacts, users, payment gateways, text settings, form settings, and the donor portal. Each setting area is a card that shows the values currently saved, so you can review your setup without opening anything for editing.

To open it, navigate to Settings > Organization Settings.

Editing a Settings Card

  1. Click Edit on the card you want to change.
  2. Update the fields.
  3. Click Save to keep your changes, or Cancel to discard them.

General Information

The top card shows your organization's name, address, phone number, website,  2-factor authentication, and tax details. Click Edit to update them.

Contacts

The Contacts card holds your organization's primary contact and the email addresses that receive iDonate notifications, such as new donation alerts. For details on which notifications are sent and how to add recipients, see Understanding Automated Emails.

Users

The Users card lists every person with access to your organization's iDonate account, along with their role. From this card you can search users, add a user, and edit an existing user. For roles and permissions, see Managing System Users.

Payment Gateways

The Payment Gateways card lists each gateway connected to your organization. For each gateway, the card shows:

  • The provider and payment type, such as card, ACH, or PayPal.
  • Whether it is the default gateway for that payment type.
  • The gateway ID, with a button to copy it.
  • Any setup warnings that need attention before the gateway can process donations.

Check this card for setup warnings after adding a gateway. A gateway with a warning cannot take donations until the issue is resolved.

Gateway Defaults

A default gateway is the gateway iDonate uses for a type of payment when no other gateway has been chosen. Organizations with more than one gateway use defaults to decide which one handles each payment type.

  1. On the Payment Gateways card, click Edit Gateway Defaults.
  2. Select a gateway for each payment type.
  3. Click Save.

Each list only includes gateways that can process that payment type:

  • Cash: credit card and bank account donations. "Cash" means money, as opposed to non-cash donations such as stock or real estate. Only card processors (Spreedly or CardConnect) can be selected
  • PayPal: donations made with the PayPal or Venmo. Only PayPal gateways can be selected.
  • Digital Wallet: Apple Pay and Google Pay donations. Only CardConnect gateways can be selected, since CardConnect is the processor that supports digital wallets.
  • Events Management: payments taken through Events Management, such as tickets and registrations. Any gateway can be selected, however, it is recommended to use the same gateway used for your Cash default.

Text Settings

The Text Settings card shows your organization's text-to-give phone number and keyword settings.  For setup, see Text-to-Give Setup and Best Practices.

Forms Settings

The Forms Settings card controls settings that apply across all of your organization's giving forms.

Policies

Enter your organization's privacy policy, refund policy, and terms and conditions. Each policy field supports formatted text and links.

Policies appear in the footer of giving forms that have standard policies turned on. If a policy you added does not show on a form, check that setting on the form.

Country Exclusion

Choose countries to remove from the billing address country list on your giving forms. For details, see Excluding Countries From Giving Forms.

Donor Portal

The Donor Portal card shows your organization's donor portal link and whether the portal is enabled. Donors use the portal to view their giving history, update payment methods, and manage recurring donations. For details, see the Donor Self-Service (DSS) Portal Guide.