# Admin

## Overview

In the Admin category, you can define core account details, permissions, and default settings that are essential for workspace management. This helps ensure your workspace is set up, organized, and ready for all users—streamlining administrative tasks and enhancing productivity to meet your organization’s needs.

<mark style="color:$primary;">**Access the Admin section via the left sidebar.**</mark>

Under the Admin category, you will see several tabs that you must complete. Each tab requires specific information and input. We will review them one by one to ensure they are completed correctly.

Start by setting up your Admin profile:

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## Profile

<mark style="color:$primary;">**You can access the Profile  tab via the Admin category in the left sidebar.**</mark>

The Profile section stores your organization’s essential contact information. This information appears across various documents generated by the DRM (for example, receipts, pledges, and statements), so it’s important to keep it complete and accurate.

<mark style="color:$info;">**To complete this section, perform the following steps:**</mark>

### Organization information

* Accurately fill in all required organizational details in the designated fields.&#x20;

{% hint style="warning" %}
The organization name is pre-filled based on the information provided when the account was opened and cannot be edited on this screen. To update the organization name, please contact Customer Service at 718-400-7972.
{% endhint %}

{% hint style="info" %} <mark style="color:$primary;">**Note:**</mark> <mark style="color:$primary;"></mark><mark style="color:$primary;">The details provided here will appear on every receipt, pledge, and statement created within the DRM.</mark>
{% endhint %}

### Contact information

* Enter the organization’s contact information in the appropriate fields.
* To add more contact details, such as an additional phone number or email address, click the "+" icon.

{% hint style="success" %}
The email addresses provided will be used as the default "reply-to" addresses for all emails sent by the system. This means that when a donor replies to an email from the Donary system, the response will go directly to you.
{% endhint %}

{% hint style="info" %} <mark style="color:$primary;">**Note**</mark><mark style="color:$primary;">: This information is required in case we, at Donary, need to contact you.</mark>
{% endhint %}

<mark style="color:$warning;">**Important:**</mark> <mark style="color:$warning;"></mark><mark style="color:$warning;">Before moving to the next tab, click</mark> <mark style="color:$warning;"></mark><mark style="color:$warning;">**Save**</mark> <mark style="color:$warning;"></mark><mark style="color:$warning;">to confirm your changes.</mark>

<figure><img src="/files/HMLhMn8ihiGU5sVZeKzb" alt=""><figcaption><p>Fill in Admin Profile - Click on image to enlarge</p></figcaption></figure>


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