Connected Accounts

Connected Accounts allow you to securely link your fundraising account with other organizations using Anedot. By connecting accounts, you can collaborate on tools like Tandem Pages and share Billing Agreements, making partnership-driven fundraising easier and more efficient.

Table of Contents: 

• Connect Another Account
• Share Funds Between Accounts
• Remove a Shared Fund
• Disconnect an Account

Connect Another Account

To connect with another Anedot fundraising or vendor account:

1. Request the Account UID from the organization you want to connect with.

   The UID can be found in the account URL when logged in.

2. Go to Settings > Access > Connected Accounts.

3. Click + Connect an Account in the top right corner.

4. Enter the organization’s Account UID.

5. Click Send Request.

Once connected, the account will appear in your Active Connected Accounts list.

Share Funds Between Accounts

By default, each connected account shares its General Fund. You can also choose to share additional Funds, which can be used by the connected organization when creating Tandem Pages.

To share additional Funds:

1. Click the Arrow icon next to the organization in your Connected Accounts list.

2. Click + Add under the Shared Funds section.

3. Select the Fund(s) you want to share from the list.

4. Click outside the list to automatically save your changes.

Remove a Shared Fund

To stop sharing a Fund with a connected organization:

1. Click the Arrow icon next to the organization.

2. Under Shared Funds, click the Trash icon beside the Fund you want to remove.

Disconnect an Account

To disconnect from a connected fundraising account:

1. Go to Settings > Access > Connected Accounts.

2. Click the Arrow icon next to the account you want to disconnect from.

3. In the Connection Details panel, click the Disconnect Account button.

Once disconnected, the organization will be removed from your Active Connected Accounts list.