← User guide

Your Login and Account

Logging in

Go to app.donorchase.com/login and enter your email and password, or click Sign in with Xero. The first time you sign in with Xero, we ask for your DonorChase password once to link the two logins.

To keep your donors' data secure, we then text a code to your mobile. Enter it within five minutes, or click Resend if it hasn't arrived. Once you've entered a code, that browser won't ask again for 24 hours.

You stay logged in for at least six hours. After that, you're logged out once you've been inactive for an hour.

If you can't log in

ProblemWhat to do
You've forgotten your passwordClick Forgot Password on the login page and enter your email. We'll send a link that works for 24 hours.
You have been locked outAfter five wrong passwords or codes, your login is locked for an hour. Wait, then try again, or reset your password once the hour is up.
Your text message code hasn't arrivedClick Resend, and check the number shown on the screen. If you have a new number, ask an administrator to update it on Settings → Users.
Please ask your administrator to enter your phone numberYour account has no mobile number, so we can't send a code. An administrator can add one on Settings → Users.
There's no DonorChase account for your emailYour Xero email doesn't match a DonorChase login. Ask your administrator to invite you, or log in with the email you were invited with.
Your invitation link has stopped workingInvitations last 24 hours. Ask an administrator to resend it from Settings → Users.
You're taken to the Billing pageYour free trial or subscription has ended. An administrator can subscribe from there, and your data is kept for 30 days. See the FAQ.

Your profile

Open Settings → My Profile to update your name, email, mobile number and Email Frequency. Your email is your login, so use the new one next time you log in.

Changing your password

On My Profile, click Change Password, enter your current password and your new one, and click Save.

Administrators can set a new password for someone else: click the pencil next to them on Settings → Users, then Change Password. You'll need to enter your own password to confirm it.

Switching organisation

If you use DonorChase for more than one organisation, click your organisation's name at the top left, then choose another. Manage Schools in that menu lists all of your organisations and when each last synced.

Your login, password and Email Frequency are the same for all of them, but you may be an administrator in one and a team member in another.

What's New

When we add something new to DonorChase, you may see a What's New message after you log in. Click Got it and it won't appear again.

Logging out

Click your initials at the top right, then Logout. It's a good idea to log out on a shared computer.