The Change Dashboard is a comprehensive platform for nonprofits to track donations and monitor payouts.
Home tab
Promptly after signing in, you will see the Home page. This page will include the following:
Donations — the total dollar amount of donations your organization has raised to-date
Donors — the number of donors who have donated to your organization through Change
Payout schedule — the frequency of when you will receive your payouts
You have the ability to update your payout frequency by clicking on "Update payout schedule" and choose from daily, weekly, monthly, quarterly and yearly
For more guidance on payouts, visit our Payouts help article
Your payouts — a report of all the payouts you received so far
You may filter by date, status or payout type
On the bottom left corner of the page, you will see:
Invite: To send user access invites to other teammates
Help: To get further support via our help center or by emailing our Support team
To go to your Settings or to sign out, go to the Gear icon on the top-right corner of the dashboard.
Settings tab
To access additional dashboard and account configurations, go to the Settings tab. The sections included are:
Payouts
Team
Partners
Notifications
In the Payouts section:
You can update your payout schedule
If you need to update your bank account, please email support@getchange.io
In the Team section, you can:
View all existing users from your team
Invite additional users by clicking on + Add a team member
In the Partners section, you can:
Participate in programs with select companies
By confirming your participation, you are complying with California law and providing consent to use your name across programs and raise donations on your behalf
You may opt out at any time by unchecking a program
In the Notifications section, you have the option to set your email notification preferences for:
When a payout has been sent to your bank account
When a payout method has been added
