Admin
All your Organization's information
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.
Access the Admin section via the left sidebar.
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:
Profile
You can access the Profile tab via the Admin category in the left sidebar.
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.
To complete this section, perform the following steps:
Organization information
Accurately fill in all required organizational details in the designated fields.
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.
Note: The details provided here will appear on every receipt, pledge, and statement created within the DRM.
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.
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.
Note: This information is required in case we, at Donary, need to contact you.
Important: Before moving to the next tab, click Save to confirm your changes.
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