Account overview
Click Settings in the left rail and you get two columns. The split matters, and it’s the thing most new users find confusing.
Users and accounts
Section titled “Users and accounts”A user is a person. That’s you — one email address, one password, one human.
An account is a funding target. Most fundraisers have one, for their own support. Some have several: their salary, plus a scholarship fund, plus a project.
Each account has its own contacts, gifts, pledges, tasks, interactions, groups, and settings. Switching between them changes everything you see.
One user can have several accounts, and one account can be shared with several users.
Account settings
Section titled “Account settings”Settings that belong to the funding target. Change accounts and these change.
| Page | What’s there |
|---|---|
| Preferences | Fiscal year, goals, thresholds, page size, international fields |
| Notifications | What Karani emails you about |
| Integrations | Connected services |
| Data | Download your data; account resets |
| Gift Receipt | Logo and wording on receipts |
| Donor Portal | The donor-facing portal and statements |
| Accounting | Turn on expense tracking |
| Share Account | Give someone else access |
User settings
Section titled “User settings”Settings that belong to you, whichever account you’re in.
| Page | What’s there |
|---|---|
| Profile | Your name, email, password |
| Accounts & Sharing | Your accounts, and ones shared with you |
| Plan | Your subscription |
| Teams | If you’re on a team, billing and leadership live there |
| Payment | Card and billing history |
Where to go next
Section titled “Where to go next”Account preferencesEvery setting on the preferences page.
Sharing your accountGive a supervisor or teammate access.
PlansWhat each plan includes and how to change.
Your dataDownloading everything, and account resets.