Can I log in on behalf of the donor?

Need to update payment or contact information on behalf of your donor?

This can be done by logging in as the donor in the Control Panel.

To do this click on the Donors option on the left side menu.

Search for the donor using their first and/or last name in the Search box.

Once you have their profile located click the “Action” drop-down and choose View Transactions.

View Transactions will take you to the donor’s profile where you can view any of their previous transactions. In the top menu, you will see a link called Login As. Click this link to go to the giving page with your donor’s information populated.

Any saved payment information in the donor profile will be encrypted. You can only input new card or bank account information on behalf of the donor if they have explicitly given you their payment information and permission to do so.

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