1. First, log in to DonorView.

  2. Once you are logged in, navigate to the top right-hand corner of the home page and locate your organization’s name.

  3. Hover over the drop-down arrow next to your organization’s name.

  4. Next, you will see a drop-down menu that consists of “Account,” “Users,” “Portal Info,” “Billing,” and “Accounting.”

  5. Hover over “Account” and you will have access to another drop-down menu with “Settings,” “Social Media,” “Bank Info,” “Text Messaging Activity,” and “Saved Cards" as seen in the picture below. 

  6. This menu will allow you to manage your account accordingly.