We take the security and integrity of your organization's donor records very seriously, and we want to ensure that you feel confident storing those records within 'Donor Management'.
That being said, all admins must log in using two-factor authentication (2FA).
1) What is two-factor authentication (2FA)?
Two-factor authentication (2FA), is a security method to protect a user's identity and access to certain systems.
As the name suggests, 2FA requires a user to verify their identity using two separate forms of identification, such as entering their password and receiving a code via text message that they must enter to complete logging in.
It helps prevent unwanted access if an unauthorized individual attempts to log into your account; with 2FA, even if someone manages to gain access to your password, they will be unable to log in without access to your phone for the second part of the verification process.
2) What will happen when I log into 'Donor Management'?
When logging into 'Donor Management', you will be prompted to enter your e-mail address and password and click the 'Login' button. You will be directed to a page asking you to authenticate your account.
To authenticate, check your phone for a message with a unique authorization code. Enter that code on the authentication page and click 'Verify'.
Now, you should be able to access 'Donor Management' through your admin account.
3) What happens if I do not have a valid mobile phone number on file?
If you do not have a valid mobile phone number associated with your admin account, you can still log in. However, you will only have access to 'Donor Management' in a limited capacity.
This limited capacity means that you would not have access to:
send or schedule e-mail blasts
send or schedule group videos
add or edit admin accounts
import data into 'Donor Management'
To regain full access to the platform, you must authenticate via text.
4) What happens if I need to change my phone number?
If you have verified your access, you should be able to change your phone number without the need to re-authenticate.
However, if you have not verified your access via SMS, you will not 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 on your behalf.
Note: If you reach out to our Support team for assistance with this, you may be asked to verify your identity via alternate means.
5) 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.
Click here to learn more about updating another admin's profile.
6) 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 a year from your initial verification.
You also need to complete this process again if you log in using a new device you have not authenticated before.
7) Will this validation apply to all devices I use to access 'Donor Management'?
No, authentication is on a "per device" basis, which means you must repeat this process whenever you use a different device.
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