The primary manager is the account owner; our team contacts to approve major account changes. Learn what a primary manager is and how to change yours.
Change Your Primary Manager
For your protection, changing your account's Primary Manager requires assistance from our Support Team. Please call the Support number listed at the bottom right of your account login screen.
What Is a Primary Manager?
The Primary Manager is the person our team contacts to approve major account changes, such as account closure. Every organization with a giving platform account has a primary manager.
Who Is Your Primary Manager?
By default, the person who registered your organization's giving platform becomes the primary manager.
To identify your primary manager, go to your manager dashboard, click the Settings icon (gear symbol) at the top right, and select Managers.
Does the Primary Manager Have Special Privileges?
The primary manager does not have additional dashboard privileges unless they restrict other managers' permissions. Learn more about Manager Permissions.
The only distinction is that we require primary manager approval for major account changes.
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