Update Critical Organizational Information

Last Updated: Jan 15, 2019 04:14PM PST

It's important that your organization's information is always up-to-date in Classy. Your organization's logo, signature, and EIN are pulled into the automatically generated donation receipt emails so it's critical that the information is current. 

To update your organization's information:

1. Open the Settings Tab

The Settings tab Classy Manager is where the highest level details of your organizational account can be set and modified.​

2. Select Organization Settings

Opening the Organization editor will allow you to edit high-level organizational information, including name, EIN, social media links, and Classy Mode.

Take particular care to note the ‘primary account contact’ this is the contact to which all critical product updates and announcements will go to. If you wish for these notifications to go to multiple people. Please set up a new email address for this specific purpose and then configure the new email address to forward all messages to the relevant individuals.

If you have any additional questions, please contact Classy Support for assistance.