Managing your Organization

How to manage your Organization's account.

• Settings: Analytics (Account-wide)
• Action Pages vs. Campaigns
• Bank Accounts vs. Deposit Schedules vs. Funds
• Anedot Learn
• Ask Annie
• Updating your account logo
• Settings: Billing Agreements
• Settings: Connected Accounts
• Settings: Creating and Editing Funds
• End of year donation statements
• Updating Your Account Profile
• Apple Pay
• Creating/Updating Card Statement Descriptor
• Adding a new deposit schedule
• User permission levels
• Customizing Campaign Disclaimer
• Getting Around
• Closing an Anedot Account
• Account time zones
• ACH Transactions (E-Check)
• How to add or remove users
• Settings: Brand
• How to use SMS Actions
• Pausing Your Account
• Settings: Presets