Knowledge Base

Connect: Account Information

When you first open your Account Information (Launcher > Settings > Account Information) tab, it is always a good idea to make sure all your account information is correct.



Here is the description of each field:


Account Number: Number of your Organization's Account associated with the currently logged in instance of Connect. If your organization has more than one account, take care to log into the correct one.

Currency: Currencies set up to be used in this account.

Gateway: Gateway set up to be used in this account.

Organization Name: Organization associated with the account. If the organization has multiple accounts, typically the parent Organization. Used as the title on the Connect community home page.

Nickname: Available for your Organization's internal use to distinguish between accounts. If an email is associated with multiple accounts, the login screen offers a drop-down reflecting the available account numbers and their nicknames.

Primary Contact: Available for reference by Click and Pledge if needed, typically the person that request. It does not appear elsewhere in the product platform. This is not necessarily the system administrator for the organization.

Contact Email Address: Email address of the Primary Contact for Click and Pledge's internal reference.

Website Address: Website address of the Organization. A Facebook or social media presence is acceptable if there is no custom domain for the organization.

Tax ID/EIN: Government-issued Tax ID of the Organization. e.g. 56-1234567.

Phone: Enter the official phone number of the organization.

AddressStreet number and name for the Organization associated with this account's instance.

City: City of the Organization associated with this account's instance.

Country: Country of the Organization associated with this account's instance.

State / Province: State of the Organization associated with this account's instance, choices available rely on the Country that was selected.

Zip / Postal Code: Zip/Postal Code of the Organization associated with this account's instance.

Tax Deductible Donations: Reflects whether the organization is approved for tax deductions.

Time Zone: Time zone of the Organization associated with this account's instance.

Sector: A single sector for Click and Pledge's internal reference. Your organization's appearance in the Connect community is affected by the Categories (up to 3) defined for each Campaign in the Fundraising App under Campaigns > Campaign Name > Campaign Details > Search Engine Optimization and Scripts.

Sub-Sector: A single sub-sector for Click and Pledge's internal reference. Your organization's appearance in the Connect community is affected by the Categories (up to 3) defined for each Campaign in the Fundraising App under Campaigns > Campaign Name > Campaign Details > Search Engine Optimization and Scripts.

Update: Click ‘Update’ to save the changes.