The security and integrity of your organization's donor records is critical, and we want to ensure that you feel confident storing those records within Donor Management.
That's why we require all admins to now log in using two-factor authentication, or 2FA.
What is two-factor authentication (2FA)?
Two-factor authentication, or 2FA, is a security method used to protect a user's identity and access to certain systems.
2FA requires a user to verify their identity using two separate forms of identification - such as entering your password, and then receiving a code via text message that you need to enter to complete logging in.
It helps prevent unwanted access in the event someone without permission attempts to log into your account; with 2FA, even if someone manages to gain access to your password, they won't be able to log in without access to your phone for the second part of the 2FA verification process.
What will happen when I log into Donor Management?
When logging into Donor Management, you'll enter your email address and password, and click on the "Login" button. If your password is correct, you'll then be brought to a page where you'll be asked to authenticate your account.
To authenticate, you'll want to check your phone for a message that should contain a code. You'll then want to enter that code on the authentication page and press "Verify."
Once you've done so, you should then be able to successfully access Donor Management through your admin account.
What happens if I don't have a valid mobile phone number on file?
If you don't have a valid mobile phone number associated with your admin account, you will still be able to log in - however, you will only be able to access Donor Management in a limited capacity.
This limited capacity means that you wouldn't have access to:
Send or schedule email blasts
Send or schedule group videos
Add or edit admin accounts
Import data into Donor Management
To regain full access to the platform, you will need to authenticate via text.
What happens if I need to change my phone number?
If you've already verified your access, you should be able to change your phone number without having to re-authenticate.
However, if you haven't verified your access via SMS, you won't be able to change your phone number; you will need to contact our Support team for further assistance, or ask a Supervisor-level admin within your organization who has successfully authenticated to make that change for you.
Please note that when contacting Support, you may be asked to verify your identity via alternate means.
Can another admin update my phone number on my behalf?
Yes, another admin with "Supervisor" -level access can update a phone number on behalf of another admin, if necessary; however, that admin must have already authenticated via SMS in order to do so.
Click here to learn more about the process of updating another admin's profile.
How long will this authentication last? Will I need to complete this process again?
This authentication will last one year from when you first complete this process, so you will need to re-authenticate through this process in a year from your initial verification.
You will also need to complete this process again if you log in using a new device that you haven't authenticated before.
Will this validation apply to all of the devices that I use to access Donor Management?
No, authentication is on a "per device" basis, which means you'll need to repeat this process if you're trying to use a different device. This could include a new computer, a mobile device, or even a different browser on the same computer that you've been using.