Account Settings
Everything you need to set up your Donorfy just the way you want it to be.
By Cristiana1 author71 articles
Configuration
Configure your account and settings.
Settings overview
Acknowledgement Placeholders
Add Custom Fields to Activities
Add Items to the Getting Started List
Address Area
Search Settings: Configuration
Activity Types
Address Regions
Bank Accounts
Collection Methods
Constituent Roles
Constituent Types
Countries
Departments
Funds
Gender
Name Prefixes
Payment Methods
Reasons for cancel
Social Media IDs
Name Titles
Gift Aid Declaration Method
Consent Statements
Confidential Activities
Products
Currency
Change the Dashboard Currency Symbol
Auto Tagging
Connection Types
Channels
Set up Tags
Set the Date Your Year Starts
Flag Donations as Recurring gifts
Preference Update Settings
Setting Up One Off Letters and Emails
Get Started with GDPR
Add Social Media Links to Email Templates
Add Pictures to Acknowledgements, Documents, and Forms
Create Purposes
Security and User Management
Keep your Donorfy safe and Secure.
User Permissions
Invite Other People to your Donorfy
Manage Users and Security
Two Factor Authentication (2FA)
How to set up Single Sign-on for Donorfy
Unable to sign in as an Administrator
Donorfy Security Centre
Keep your organisation's information safe
Single Sign-On FAQs
Unable to see the Digital Assistant
Stripe
Everything you need to set Stripe to allow donors secure donations.
Use reCAPTCHA with Stripe Web Widgets
Payment via Stripe: Overview
Connecting to Stripe
Creating a Stripe Payment Card Donations Web Widget
Disconnect from Stripe
Stripe Error Messages
Stripe Email Receipts
Strong Customer Authentication (SCA): Update and Ways to Reduce Declined Transactions
Stripe PCI Validation
Updating Your Web Widgets to Use Strong Customer Authentication (SCA)
Change Your Linked Stripe Account
GoCardless
Benefit from the great fees and low failure rates of Direct Debit, without the operational complexity associated with traditional providers.
How to Setup and Take Donations using GoCardless
Connect to GoCardless
Disconnect from GoCardless
Use Your Own Notifications for GoCardless Direct Debits
Create a GoCardless Web Widget
Example GoCardless Notifications
Move GoCardless Subscription Plans to Donorfy RPI
Loqate
Capture accurate address data to ensure data quality in your Donorfy with Loqate.
Address Lookup & Rapid Address Entry using Loqate