--- title: Organization Information & Account Ownership description: Learn how to update your organization’s administrative contacts and change the Account Owner in Anedot, including eligibility requirements, permissions, and the step-by-step transfer process. --- [Skip to content](https://help.anedot.com/knowledge/organization-information-account-ownership#main-content) [![anedot-logo](https://help.anedot.com/hubfs/anedot-logo.svg)](https://help.anedot.com/knowledge?hsLang=en) Open main navigation Close main navigation - [Get Support ⤴](https://www.anedot.com/getsupport) [Get Support ⤴](https://www.anedot.com/getsupport) Here to help 👋 - There are no suggestions because the search field is empty. 1. [Public Help Center](https://help.anedot.com/knowledge?hsLang=en) 2. [Settings](https://help.anedot.com/knowledge/settings?hsLang=en) 3. [Setup](https://help.anedot.com/knowledge/settings?hsLang=en#setup) # Organization Information & Account Ownership ## This article covers how to manage organizational details in Anedot, including assigning contact roles and securely transferring account ownership to a qualified individual. The **Organization Information** section stores key administrative details about your fundraising account, including designated contacts and ownership. --- ### Table of Contents:  - [Organization Information Overview](https://help.anedot.com/knowledge/organization-information-account-ownership#overview) - [Assigning Points of Contact](https://help.anedot.com/knowledge/organization-information-account-ownership#poc) - [Changing the Account Owner](https://help.anedot.com/knowledge/organization-information-account-ownership#owner) - [How to Transfer Account Ownership](https://help.anedot.com/knowledge/organization-information-account-ownership#transfer) --- ### Organization Information Overview This information is collected during the initial application process and includes the legal and financial identity of the account. - Updates to this section (e.g., name, legal entity, EIN) **must be made by Anedot Staff**. - To request changes, please contact Support. --- ### Assigning Points of Contact You can assign specific users as points of contact for different areas of your organization: - **Donor Support** - **Marketing & Communications** - **Finance & Accounting** To manage points of contact: 1. Go to **Settings \> Setup \> Organization Info** 2. Choose the appropriate user for each contact type from the dropdown 3. Click **Save** *If someone isn’t listed, invite them first under **Settings \> Access \> Users**. Once added, they’ll be available to assign as a contact.* --- ### Changing the Account Owner ![CleanShot 2025-08-21 at 11.42.29@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-08-21%20at%2011.42.29@2x.png?width=600&height=390&name=CleanShot%202025-08-21%20at%2011.42.29@2x.png) The **Account Owner** is the person with legal and financial authority over the fundraising account. This individual is financially responsible and must have access to the organization’s bank account. #### Who Can Be an Account Owner? Typical roles include: - President - CEO / CFO - Executive Director - Chairperson - Treasurer - Candidate --- ### How to Transfer Account Ownership To initiate a transfer: 1. Go to **Settings \> Setup \> Organization Info** 2. Click the **blue “Change Owner”** button 3. Confirm the prompt: *"Yes, I need to choose or invite the new Account Owner"* 4. Select an existing user from the dropdown or invite a new one 5. Click **Request Ownership Transfer** The new owner will receive an email with a **Confirm Ownership** form. Once submitted: - Their status will be updated to **Owner** under **Settings \> Access \> Users \> Permission Sets** - The previous Owner’s role will be downgraded automatically *If you send the request to the wrong person, simply send a new one—this will cancel and expire the previous email.* - [Get Started](https://help.anedot.com/knowledge/get-started?hsLang=en#main-content) - [Anedot 101](https://help.anedot.com/knowledge/get-started?hsLang=en#anedot-101) - [Apply for an Account](https://help.anedot.com/knowledge/get-started?hsLang=en#apply-for-an-account) - [Security](https://help.anedot.com/knowledge/get-started?hsLang=en#security) - [Action Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#main-content) - [Action Page Basics](https://help.anedot.com/knowledge/action-pages?hsLang=en#action-page-basics) - [Page Builder](https://help.anedot.com/knowledge/action-pages?hsLang=en#page-builder) - [Advanced Features](https://help.anedot.com/knowledge/action-pages?hsLang=en#advanced-features) - [State Specific Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#state-specific-pages) - [Finance](https://help.anedot.com/knowledge/finance?hsLang=en#main-content) - [Management & Reporting](https://help.anedot.com/knowledge/finance?hsLang=en#management-reporting) - [Internal Processing](https://help.anedot.com/knowledge/finance?hsLang=en#internal-processing) - [Integrations](https://help.anedot.com/knowledge/integrations?hsLang=en#main-content) - [CRM & Donor Management Systems](https://help.anedot.com/knowledge/integrations?hsLang=en#crm-donor-management-systems) - [Email Marketing & Communication Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#email-marketing-communication-tools) - [Integration & Automation Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#integration-automation-tools) - [Political Campaign Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#political-campaign-tools) - [E-commerce, Financial, and Membership Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#e-commerce-financial-and-membership-tools) - [Relay Data & Troubleshooting](https://help.anedot.com/knowledge/integrations?hsLang=en#relay-data-troubleshooting) - [Settings](https://help.anedot.com/knowledge/settings?hsLang=en#main-content) - [Access](https://help.anedot.com/knowledge/settings?hsLang=en#access) - [Configuration](https://help.anedot.com/knowledge/settings?hsLang=en#configuration) - [Finance](https://help.anedot.com/knowledge/settings?hsLang=en#finance) - [Setup](https://help.anedot.com/knowledge/settings?hsLang=en#setup) - [Other Actions](https://help.anedot.com/knowledge/settings?hsLang=en#other-actions) - [Donor Support](https://help.anedot.com/knowledge/donor-support?hsLang=en#main-content) - [Getting Started with Your Donor Account](https://help.anedot.com/knowledge/donor-support?hsLang=en#getting-started-with-your-donor-account) - [Manage Your Giving](https://help.anedot.com/knowledge/donor-support?hsLang=en#manage-your-giving) - [Donor FAQ](https://help.anedot.com/knowledge/donor-support?hsLang=en#donor-faq) [![Chill listening crop-3](https://help.anedot.com/hubfs/623c96e00d0d93f7d3a66f2e_Anedot_Typemark_Blue.svg "Chill listening crop-3")](https://www.anedot.com/) [mailto:help@anedot.com](mailto:help@anedot.com) Copyright © 2025, Anedot, Inc.