Double

In this article we'll explain how to create a Double account

How to create a Double account

In this article, we'll discuss what organizations can use Double

Who can use Double

In this article, we’ll explain how to invite a teammate and select their account role.

How to add users to an account

In this article, we’ll explain how to choose which donation alerts and activity summaries you receive.

How to disable email notifications

In this article we'll explain how to change your Double dashboard login password

How to change your login password

In this article, we’ll explain how to export donation data and understand the columns in the CSV file.

Understanding the columns in the donations export file

Learn how to enable and configure the supporter portal, and what your supporters can do once it’s live.

Getting started with the supporter portal

In this article, we’ll explain how to filter transactions and review a donation’s payment, receipt, and source details.

Finding and understanding a donation

In this article, we’ll explain the difference between organization settings and entity settings in Double.

Managing organization and entity details

In this article, we’ll explain how to record a donation you received outside Double.

Recording offline donations

In this article, we’ll explain how to set up donation receipts and download them from the dashboard.

Setting up and finding donation receipts

In this article, we’ll explain what to check when a donation fails or cannot be found in your dashboard.

Troubleshooting failed or missing donations

In this article, we’ll explain how recurring plans relate to individual payments and where to review their details.

Understanding recurring donation plans and charges

In this article, we’ll explain how to follow your fundraising results and understand the main dashboard metrics.

Understanding your dashboard metrics

In this article, we’ll explain how to take a donation on behalf of a supporter from your dashboard.

Processing a credit card donation from the dashboard

Help articles on how to use your Double account

Account

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.