Managing A Giver's Profile Details

The second panel within a Giver's Account presents a Giver's profile details. If this is a manually created Giver Account, you will only see one section, whereas with a digitally created Giver Account, you will see two. Let's quickly explore each two.

Account Profile

If the first section you see is the Account Profile, this means you're looking at a digitally created Giver Account. As an admin, you do not have permission to edit these details, as few or as many as there might be. The only person who has access to edit/manage these personal details is the donor. They can do so by logging into their personal account and managing their profile details there.

Keep in mind...

• Should you ever need to direct a donor to login to their personal account, you can always tell them to go to rebelgive.com and click the Sign In button (not the Sign Up button!), or by visiting accounts.rebelgive.com/sign-in.

You will be able to see the following information on an Account Profile, assuming the Giver has provided this information:

• Name
• Email address
• Phone number
• Physical address

You will also be able to find the Giver Account ID, which is their unique ID within the RebelGive system.

Giver Information

In a digitally created Giver Account, you will see the Giver Information below. In a manually created Giver Account, this will be the only section you see. This section is where you can manually add more details to the Giver's profile. This is helpful for when a digitally created Giver Account doesn't have all the information you'd like to see.

For instance, the moment a Giver creates their account, that doesn't automatically mean they will add their name, phone number, or physical address. They must manually input that information while logged into their Control Center. But perhaps, even though they don't do this, you might know details about this Giver that you can manually add.

Keep in mind...

• For privacy reasons, the Giver will not see any information that you manually add, nor will you actually be affecting their personal account in any way. This information will only be viewable to you as an admin.
• The information you add here will override any profile information above when viewing donations in the Transactions Panel. This can be helpful in instances where a Giver hasn't input their name, but when you add a name in the Giver Information, you will then see their name appear in the Transactions Panel associated with their donations.
• RebelGive always prioritizes Giver-provided information. This means when you download reports, Giver Profile information will take precedence.

You can add the following information to a Giver's Information:

• First name, last name, and middle initial
• Email address
• Phone number
• Physical address
• Church member ID

Don't forget to save your changes whenever you edit a Giver's Information!