Organization Settings
The Organization Settings page in DonorDock allows administrators to manage organization-wide preferences, branding, donor communications, data settings, integrations, billing, and other account configurations.
Changes made within Organization Settings may affect your entire DonorDock account, including your team members, donor-facing communications, and available features. Only team members with the Administrator role may access the settings.
Accessing Organization Settings
To open your Organization Settings:
Log in to your DonorDock account.
Click the Settings menu, represented by the waffle grid icon in the upper-right corner of DonorDock.
Select Settings from the menu.
The Organization Settings page will open to the General Settings section for your organization.
A navigation menu appears along the left side of the page. Use this menu to move between the different settings areas.
Organization
The Organization section contains settings related to your organization’s basic information and visual identity.
General
Use General Settings to review and update your organization’s primary account information and organization-wide preferences, such as your organization name, contact information, address, website, and other general details used throughout DonorDock.
Brand
The Brand section allows you to manage the branding used in donor-facing areas of DonorDock by uploading your main logo image and brand color.
Donor Experience
The Donor Experience section controls settings that affect how your organization communicates with donors and how donors interact with your organization.
Communication
Use Communication Settings to view your organization's specific track email address to use when tracking emails, as well as set automatic addressee and salutation settings.
Receipts
The Receipts section allows you to manage the default information included when using organization receipt merge tags and setting the default receipt sender.
Individual giving pages or templates have additional receipt settings that override the organization defaults.
Text Messaging
Use the Text Messaging section to review and manage your organization’s SMS configuration.
Data & Fields
The Data & Fields section allows administrators to manage how information is organized and recorded within DonorDock.
Memberships
Use Membership Settings to configure the membership options available to your organization.
Payment Types
The Payment Types section allows you to manage the payment methods that can be recorded on gifts and transactions. These options help your team accurately identify how a gift was received, such as by check, cash, credit card, or another payment method.
Custom Fields
Use Custom Fields to create and manage additional fields for information that is specific to your organization. Custom fields can be used to store details that are not included in DonorDock’s standard fields. Depending on the field type, custom fields may be available for contacts, gifts, form responses, or activity records.
Administration
The Administration section contains settings related to account management, security, system features, integrations, users, and billing.
Features
Use the Features section to review and manage optional tools or functionality available within your DonorDock account, such as AI opt-out settings, automatic account number settings, and the duration length for when a contact moves from donor status to lapsed.
Security
The Security section contains settings that allow you to set up your organization's 2FA authentication requirements for all members on your team.
Data Backups
Use Data Backups to access a data backup for your DonorDock database.
Integrations
The Integrations section allows administrators to connect DonorDock with supported third-party platforms and services.
Use this area to configure, review, or disconnect integrations available to your organization. The exact settings shown will depend on the integration being used. This page is also available through the settings menu dropdown.
Team
Use the Team section to invite users, review current team members, and manage access to your DonorDock account. This page is also available through the settings menu dropdown.
Billing
The Billing section contains information about your organization’s DonorDock subscription, along with the option to make purchases of additional text credits or email credits, update your payment information, and view past receipts. This page is also available through the settings menu dropdown.
Navigating Between Settings
Select any section from the left-side navigation menu to open its available settings.
After making changes, click the blue save button on the top right before leaving the page. Because Organization Settings may affect your entire DonorDock account, review your changes carefully before saving.