What do we do to prepare for a staff change?
If a new person is going to be taking over the coordination of your
GiftTool account, it is important to make some small updates in the BackOffice.
- From the GiftTool BackOffice, click Account in
the top right corner.
- Click Contact Info.
- Make your changes and click Save.
- This contact name will appear in the mailing address of your
monthly GiftTool invoices. The email address listed will receive
email notifications for important information (such as when a new
feature or service is launched; new pricing information is
available, etc).
For security reasons, you may want to also update the username and
password so that the outgoing personnel can no longer access your
GiftTool account.
- From the GiftTool BackOffice, click Account in
the top right corner.
- Click Password.
- Make your changes to the User Name and
Account Password.
- Your 'Strong' password must be at least 8 characters long, of
which one character or more must be a number. Pass phrases are allowed.
- Retype the same password in the text box marked Confirm
Password. This helps to ensure that you have typed the
correct password.
- You'll need the new user name and password to log into the
GiftTool BackOffice Area, so please write them down and keep
them in a secure place.
- Click Save.
If the new person will also take over responsibility for specific services:
- For the Donation service:
- For Canadian eTax Receipts:
- Change the coordinator selected to
receive copies of all eTax Receipts issued.
- For the Event Registrar service:
- For the Membership service:
- For the Pledge-a-thon service:
- For the Shopping Cart service:
- Change the notification
details displayed to your customers during the check out process.
- If Product Managers
have been setup to also receive notification, you can change
these as well.
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