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I am the contact for our organization, however, my co-worker is the owner. We have both logged in using our email names and passwords, and we are not able to see a tool bar to take us to organization then members. I am needing to update an email for matching gift alerts.

I tried using Que and it says to go to https://app.bonterra.com/ to be in the nonprofit hub (which apparently is different from just being in bonterra nonprofit hub) but the website does not seem to work anywhere or for anyone. It does not want to load.

Is there something we are missing or is there another way to do this?

Thanks in advance!

holly.fionteAnswer

Community Manager

The organization email address, which should be where matching gift notifications go to, can be edited from the organization profile in the “Contact” panel on the right. Click the little pencil icon (circled in the first screenshot), and it should open an editing screen.

holly.fionte

Community Manager

Hi - The way this should usually work would be that whoever is the owner can either make the edit themselves, or grant organization editing permissions to other users so they can edit it. To access the organization, select “Organizations” in the main side navigation, then click into the detail screen. See screenshot - if you’re the owner, you should see “you” at the top next to where it says Account owner, and edit icons will appear. If you want to grant editing access to others, click the Users tab, and then the little three-dot-menu for the user you want to manage, and select “Edit organization profile”. Screenshots attached are from a fake test org in our dev account, but should show the basic layout correctly.

Additionally - you mentioned you don’t see the organizations link in the tool bar? I’m curious if that is totally missing for you, which sounds like it would be a bug. Or, it can hide on smaller screens, so if you’re using a narrow screen or your phone, you’ll need to open that menu by clicking the little menu icon in the top left next to the logo.

Let me know if you’re experience doesn’t match what you see in the screenshots. I’m also following up with my team to figure out why Que is suggesting that link that isn’t working.

Kate BachmanAuthor

Explorer

That does make sense. Que was saying something about seeing a members tab and then going under matching gifts to change the email? I do see the orgaanization. Quee also kept saying something about a “tool gadget” under organization to go in and edit/change permissions which I don’t see and neither does our owner of the account.

I appreciate your assitance.

Thanks!

Kate BachmanAuthor

Explorer

Where do I make the change for the matching gift notifications? You literally sent me the same instructions twice?

holly.fionteAnswer

Community Manager

The organization email address, which should be where matching gift notifications go to, can be edited from the organization profile in the “Contact” panel on the right. Click the little pencil icon (circled in the first screenshot), and it should open an editing screen.

Rebekah Eslao

Community Manager

Hi @Kate Bachman Sharing here additional help articles for more details on editing your organization profile as Holly mentioned! Kindly note that only an Organization Owner is authorized to update the Organization Profile, but Owners can grant permission add-ons to individual Members to extend their access for specific capabilities, such as editing the organization profile.

Rebekah at Bonterra

Kate BachmanAuthor

Explorer

Thank you all! Last question, if I change the organization email address, will that affect how I log in? For instance, I want to keep my email for log in, but change the organization email for matching gift notifications?

holly.fionte

Community Manager

No - your login email address will stay the same.

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