Switching accounts

An account is a funding target. Most people have one; some have several.

When you’d have more than one

• Your salary support, plus a scholarship fund you also raise for
• A project fund kept separate from your personal support
• An account for an entity several fundraisers raise toward

Each account has completely separate contacts, gifts, pledges, tasks, groups, and settings.

Switching

Go to Settings → Accounts & Sharing, or karani.co/accounts.

karani.co/accounts

Your accounts, and the ones shared with you.

The page lists your own accounts and any shared with you. Switch from there.

Check which account you're in

Everything you see and change belongs to the current account. Adding a contact to the wrong account is easy and annoying to unpick.

The account name is shown in the header. Glance at it before you start entering data — particularly if you supervise several people and switch often.

What’s per account and what isn’t

Per account:

• Contacts, gifts, pledges, tasks, interactions, groups, tags
• Preferences — fiscal year, goals, thresholds
• Integrations
• Gift receipt and donor portal settings

Per user, shared across accounts:

• Your profile — name, email, password
• Your plan and payment

Getting another account

Additional accounts are set up rather than self-service. Email support@karani.co or customerservice@karani.co explaining what you need.

Should this be a separate account, or a tag?

Genuinely separate accounts are for separate funding targets with their own goals and reporting.

If you just want to track which fund a gift is for within one budget, use the gift’s designation field, or a campaign. That keeps one set of contacts and one relationship history, which is nearly always what you want.

Separate accounts split your contacts too

A donor who gives to both your salary and your project fund becomes two contacts in two accounts, with half the history each. Only split when the reporting genuinely has to be separate.