We are so excited that your organization has chosen Pure Charity to partner with you! Just like anything new in life there will be a learning curve, but we know that you will catch on quickly!
Let's discuss the difference in a Field Partner Account and a User Account.
A Field Partner Account is a profile that is created for your organization. It will include information specific to your organization such as the address, phone number, web address, tax-id, and organization email (such as contactus@____.org or info@_____.org).
A User Account is a profile that is created for each person that uses Pure Charity. A user can be a donor, a trip participant or an admin to a Field Partner Account. A User Account will include information specific to the individual such as their personal address, phone number, email address, etc. A user has the ability to donate to any fundraiser (within their organization or outside of their organization), register for a personal trip, manage multiple field partner accounts (if they work for multiple non-profits), and so much more.
Things to Remember:
- Field Partners (nonprofits) will not change, but as employees and volunteers come and go users who manage it and have admin access can change
- When you login to Pure Charity, you will ALWAYS use your User Account email. From your User Dashboard you will see the option to view 'Managed Field Partners', 'Trip Registrations', to the left hand side update donation information for your recurring donations, and so much more. To learn more about navigating your User Dashboard see this article.
- A Field Partner Account can have as many Admins tied to it as they wish. To learn how to manage Admins on your user account see this article
Still need help, reach out here firstname.lastname@example.org.
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