Account Settings
Find your account settings by clicking Account in the left sidebar. Here you can update your organization's profile, customize your donor-facing pages, and manage notification preferences.
This is where you can:
To save any changes: Make your edits and click the Update button which appears when you make an update on a section or at the bottom of the page depending on which page you're on.
Organization Info
Update your organization's name, email address of your primary contact/primary email on the account, email address of your team member who is responsible for answering questions from donors (aka donor support), mission statement, description, website link, address and phone number.
Your name, mission statement, description and website link are visible to the donors viewing your campaign pages. Your address and phone numbers are included in the donation/payment receipts sent to donors.
Important: To update your bank account, EIN, or other verified details, call us at (650) 271-9029 — these changes can't be made through the dashboard.
Account Settings
Fee Settings
Choose to have the donors optionally cover transaction fees alone or the transaction fees and platform fees. By default, donors have the option of covering the transaction fees only. Fee structure and pricing details may be found here.
Annual Tax Receipts
PayBee automatically sends consolidated annual tax receipts to donors in the third week of January. All accounts are opted in by default. You can opt out here if your organization handles tax receipts separately.
Donor Page Settings
Organization Logo
Shown on all donor screens and emails — recommend add this before sharing any links
Cover Image
Default campaign image when no image has been set for a campaign
Page Background Image
Replaces the background color across all donor pages
Page Background Color
Background color for all donor pages (default: white)
Main Buttons Color
Change the button color on all donor pages to match your branding. Default is purple. This include all payment buttons and any clickable elements on the donor side.
Top Bar Background Color
The banner displayed along side the logo to donors in all screens and emails from PayBee uses this color. Default is navy blue.
Top Bar Text Color
The banner text displayed along side the logo to donors in all screens and emails from PayBee uses this color. Your organization's name is the text displayed over the banner. Default is white.
Use the Tap To Preview button to see what your donors see when you start to share campaign links.
You can have our branding analyzer help you use branding from your website to update these settings in PayBee. Once you confirm or enter the link to your website, and click the purple Analyze Website button, our tool will automatically fetch logo, colors, and images from your website to use in your donor pages. You can review suggested updates before applying them.

Notifications
Add email addresses that should receive a notification for every successful transaction processed through PayBee.
Type an email and press enter to add. Click X to remove it. Click the purple Save Changes button to confirm any changes made.
Change Password
Enter your current password and then your new password and confirm the new password and then click the purple Update password to confirm the change.
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