Accounts and subaccounts
Manage your organization’s settings and create separate fundraising accounts in Fundraise Up to run multiple campaigns efficiently.
The accounts section is where you configure your organization’s core settings and create additional fundraising accounts (subaccounts) for different departments or initiatives. This setup allows you to maintain consistent branding across campaigns while keeping financial data and supporter records properly organized for each fundraising stream.
Accounts
The accounts section contains essential configuration options that define how your organization appears and operates within Fundraise Up. These settings control your public profile, branding elements, and legal information — all of which directly impact the supporter experience.
Key capabilities:
- Organization profile and branding customization (name, logo, website URL).
- Legal documentation and tax status management.
- Global settings for supporter communications and payment processing.
- Time zone configuration for accurate reporting.
Subaccounts
Subaccounts enable you to create and manage multiple fundraising accounts under your main organization account. Each subaccount operates as a distinct entity with its own campaigns and Elements while remaining connected to the parent account. This feature helps organizations manage different departments or initiatives with unique fundraising needs.
Key capabilities:
- Create and customize separate fundraising accounts with unique names and codes.
- Choose between shared or independent payment processing settings.
- Manage campaigns and Elements specific to each subaccount.
- Control user access permissions at the subaccount level.
- Filter and export data across all accounts or individual subaccounts.