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.

• Organization Info

• Account Settings

• Donor Page Settings

• Notifications

• Change Password

This is where you can:

• Opt-in to send tax receipts to your donors. You can opt out of this as well.

• Enter your organization's info

• Change your donor page theme settings

• Change your password

• Add emails to be notified when there are successful transactions for your organization.

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 [phone] — 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

Setting	What it does
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.

Sample Donor Pages Settings of a Sample Account

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.