Access NPE Consolidated

Cristina Gruita

Getting Started

Configure your Donorfy, import your data and then integrate.

Get Started with Donorfy - Configure, Import, Integrate

Configure your database, keep or switch off the pre-configurations.

Configure Donorfy

Import your data

Set up your online donations with Gift Aid

Quick Start Guide: online donations, with Gift Aid

Invite your team to Donorfy

Find out what options you have to set up your online donation pages.

Set up your online donation pages

Learn about some of the settings you may need to consider for a flawless experience.

Other settings worth considering

Quick summary of the integrations you can set up with Donorfy.

Add in integrations to enrich your Donorfy experience

This introductory section provides the basics so you can start exploring and customising your new database. 

Set up Donorfy

Your Learning Hub for All Things Donorfy.

Access Evo Learning : Donorfy Academy

Help you do more of what matters. Increase your impact and learn new skills.

Donorfy Academy

Login to Donorfy either with your username or with Access Identity.

Logging in and out of Donorfy

Explore Donorfy to familiarise yourself with its features

Navigate around Donorfy

Explore Individuals Constitutent Profiles or Groups.

The Constituent Profile

Adjust the Layout of Constituent Profiles.

Change the view of your Constituent Profile

Find the constituent profile through various search and filtering options.

Search and Filter Constituent Records

Buttons and Menus

Learn more about how to get the most out of Donorfy with the Getting Started List.

Getting Started List

Learn about the basic first steps that will set you up for success

Find your way around Donorfy

📃 Privacy Policy

Useful Links

Donorfy

Not For Profit

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.