Update Account or Representative Detail Information

Introduction

Occasionally there may be a request for more organization or representative information and validation of current information on your account sent to the administrator of the account via email. It is understandable to always be cautious of any emails (from any company) when asking for personal or organizational information. If you are unsure that this information has been sent directly from us it's still best to verify that the requested account information is up to date.
However, for the overly cautious you can simply log into your Simple Donation admin account directly by following the simple steps outlined below.

Note: Simple Donation is required by our banking partners to collect information from organizations we work with. Occasionally, banks and card companies require us to re-verify information. This process is for us to maintain compliance with know your customer (KYC) and anti-money laundering (AML) laws. We have no control over the information requested and we've asked our partners that we collect the bare minimum amount of information for us to be compliant.

Example emails:

Instructions

  1. Login to the admin area (e.g. https://{{your_site}}.simpledonation.com/admin). Click the "Login Here" link at the top of this page.
    This login will send you a secure link to your administration email that's good for 30minutes.

  2. Complete the log in process by checking your email and clicking the "Administrate Account" button.
    Note: If you are past that you'll need to request another log in link for security purposes (see Step 1).
  3. Once logged in, click on the "Settings" tab in the left-hand menu:

  4. Review, verify, and update or fill in any information in all of the Account Details and Representative sections and click "Save":