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User Profile

Discover the options available in your user profile.

Written by Cristina Gruita

Where your Donorfy is displayed within the Access Evo tab

  • Click on Profile from the navigation menu options.

Where your Donorfy is displayed as the classic version

  • Click on your initials on the top right of the screen in Donorfy.

Within your user profile, there are various options:

  • Manage your user profile.

  • Manage your notifications.

  • Reset your Cookies.

  • Troubleshooting - clear cache.

  • Feature Requests.


Manage your Profile

Within this option, you can:

  • Change your display name

  • Locate and also reset your Send to Donorfy email address - see: Send to Donorfy.

Manage your notifications

Within this option, you can manage the various notifications that you wish to receive from your Donorfy

  • Product News.

  • Tasks Reminders.

  • Duplicates Check emails.

  • Gift Aid Notification Emails.

  • Suspicious Form Activity Emails.



Cookie Preferences

Manage your cookie preferences. You can choose which types of cookies you allow, including essential, functional, and analytics cookies.


Troubleshooting

Reset to Defaults - this is the clearing of the Donorfy cache within your web browser. This is useful where Lists, profiles and views do not load correctly - see: Constituent Panel, Timeline or Lists not Displayed Properly .


Feature Requests

Clicking on the Feature Request link will take you to the Feature Requests page where you can up vote current suggestions or add a new one. This is a Professional Plan only option.

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