Profile settings

Learn about settings for your user profile in Fundraise Up.

To manage your personal Fundraise Up account settings (including your name, email address, password, and two-factor authentication), go to the Profile page: Dashboard > Settings > Profile.

Two-factor authentication (2FA)

 
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Enable additional security for your account by setting up two-factor authentication. This requires you to verify your identity using a second method when logging in.

To enable 2FA, select Enable two-factor authentication and follow the setup process. You can switch between verification methods at any time by selecting Switch to using [method].

Verification methods

 
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Choose between two verification options:

  • SMS verification: Receive login codes via text message to your mobile device.
  • Authenticator app: Generate login codes through an authenticator app (Google Authenticator, Authy, Duo, etc.)

Authenticator apps provide enhanced security and convenience since they work without phone signal and aren’t affected by SIM card changes or international travel.

Backup codes

 
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When setting up 2FA with an authenticator app, you'll receive backup codes for account recovery. Store these codes securely in case you lose access to your authenticator device.

Access your backup codes from the Profile page at any time. Generate new codes by clicking the chevron symbol and selecting Generate new backup codes.

Additional settings

 
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Notifications

 
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Configure which system notifications you receive based on your role and responsibilities. Customize alerts for donations, recurring plans, reports, and fundraiser activities. View notification settings.

Team

 
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Manage user access and permissions for your Fundraise Up account. Add team members and assign appropriate roles to control platform access. View team settings.

Receipts

 
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Configure tax receipt settings, customize receipt templates, and manage receipt generation for one-time and recurring donations. Access monthly receipt archives and country-specific formatting options. View receipt settings.

 

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