The Bonterra Nonprofit Hub uses a role-based access model to help nonprofit organizations manage their information, users, and funder readiness securely. Each verified user is linked to their organizational relationship and associated access level.

Nonprofit users can apply for ownership of an unclaimed organization by registering through the Nonprofit Hub, or they can request access from the Verified Owner of an authenticated organization account.

Continue reading to learn more about each user role in the Nonprofit Hub, including their associated capabilities and how verification affects their functionality across Bonterra programs.

Verified Owner

The Verified Owner is the primary administrator for a nonprofit organization within the Nonprofit Hub. This individual has completed the verification process tied to the organization’s EIN and is responsible for overseeing the organization’s core profile, financial setup, and user access.

Note: Users designated as owners of their organization’s FrontDoor account are referred to as Verified Owners in the Nonprofit Hub.

Who should be selected as the Verified Owner?

The Verified Owner role should be assigned to someone with deep familiarity with the organization’s financial and giving operations. Ideal candidates typically have:

Experience managing monetary donations and donor relationships
A strong understanding of the organization's payment processing and reconciliation workflows
Administrative authority to manage multiple users within the Nonprofit Hub
Comfort with managing and safeguarding banking information and ACH profiles

Selecting the appropriate Verified Owner helps ensure the organization can effectively meet its charitable and operational goals. This includes overseeing charitable donation activity, reconciling payments, maintaining the organization’s master profile (including banking and ACH details), and managing role-based access for other users.

What Verified Owners can do

Verified Owners can:

Edit the organization’s profile (for example, mission, causes served—up to three, theme color, and public contact information)
Manage payment preferences, including ACH setup
Review and respond to access requests from other users
Remove Secondary Users
Transfer ownership to another verified user
Seamlessly switch between FrontDoor and the Nonprofit Hub
Access Nonprofit Hub features such as Bonterra’s GrantMatch, Bonterra Que, and other available resources
Potentially qualify for funding through Bonterra Grantmaker, provided the organization meets the criteria of an available grant opportunity

Verified Owners manage users directly from the Users section of the Organization Profile.

If a Verified Owner needs to update the organization’s legal name or mailing address, or resolve banking verification issues [such as a failed LSEG Bank Account Verification Solutions (formerly, GIACT Systems) validation], they must contact support. Support can be reached through the Resource Center. Click the question mark icon in the bottom right corner. Select Contact Support, click Send us a message, then submit the request.

Transferring account ownership

Nonprofit account ownership role changes are handled as follows:

The Verified Owner can transfer ownership to another verified Secondary User by selecting “Transfer ownership” within the Organization’s User Profile section.
They can search and select the name of a verified Secondary User on the organization’s account to transfer ownership.
The system will prompt the user to complete the update.

Secondary User

A Secondary User is a nonprofit team member who requests access to the organization’s account in the Nonprofit Hub and is approved by the Verified Owner to assist with organizational activities. They are connected to the organization and granted limited access.

What Secondary Users can do

Secondary Users can:

View the organization profile
Request an ownership transfer if the current Verified Owner is unavailable
Seamlessly toggle between FrontDoor and the Nonprofit Hub
Access features within the Nonprofit Hub, including Bonterra GrantMatch, Bonterra Que, and other valuable Bonterra resources
Potentially qualify for funding through Bonterra Grantmaker, provided the organization meets the specified criteria of an available grant opportunity

What Secondary Users cannot do

Secondary Users cannot:

Manage or approve users
Edit core organization settings independently
Update payment or banking information

If the Verified Owner is no longer available, a verified Secondary User must contact support. Enter the Resource Center (click the question mark icon in the bottom right corner), select Contact Support, click Send us a message, then submit the request.

Unverified User

Unverified Users have user accounts created in the Nonprofit Hub but have not yet completed verification or connected to a verified organization.

What Unverified Users can do

Unverified Users can:

Create and manage a personal profile
Use tools like GrantMatch by manually entering organizational details
Access additional features such as Bonterra Que and learn about other Bonterra resources
Submit a claim to verify and connect to an existing organization as the Verified Owner
Request access as a Secondary User to an existing verified organization (requires approval from the Verified Owner)

These users do not have access to edit organizational data, view funder connections, or manage payments.

Need help?

If assistance is required with ownership changes, organization verification, or banking updates, the nonprofit can contact support through the Resource Center (select the question mark icon in the bottom right corner).