Never share charity account access details.
Scenario 1: If the current charity primary user requires login details
As charity primary user, use the "Forgot password" option on the charity login page with the primary user email address. The charity username as well as a password reset link will be sent to your inbox.
Scenario 2: If the charity primary user needs to add an additional system user on the charity account
Login as charity primary user, select the "Settings" tab and click on "System users". Click on "Add user" and complete all fields. A password reset link and the charity username will be sent to the inbox of the new system user.
Scenario 3: If the current primary user needs to replace their details with those of a new primary user
Login as charity primary user, select the "Settings" tab and click on "System users". Click on "Edit" below “Primary User”, then complete all fields with the information of the new charity primary user. When done, log out and send a charity password reset notification, including the charity username, to the new primary user by using the "Forgot password" option on the charity login page with the new primary user email address.
Scenario 4: If no charity account login details are available and the current primary user details needs to be replaced with those of a new primary user
If the previous charity primary user is no longer available, send a request to GivenGain to make the charity primary user changes on your behalf. Your letter should include the official letterhead of the organisation and the first name, last name and email address of the new primary user. Have the letter signed by an authorised board member and send a copy to [email protected]. The changes will be made and a charity password reset notification, including the charity username, sent to the new primary user via email.