Managing organization and entity details

Your organization brings together your account and team. Its entities represent the legal organizations receiving donations.

Click the profile icon in the top right corner, then the gear icon beside your organization’s name. From there you can manage its name, website, image, and teammates.

For team access, see How to add users to an account.

Open Settings → Entity and select the entity you want to manage. Keep its legal name, tax identification, address, and logo up to date.

Each entity also has its own payment processor connections and receipt settings. To choose which entities receive donations for a campaign, see Choosing entities and payment processors for a campaign.