Update Phone Number
Update Mailing Address
Turn Texts On/Off
Add Job Title
*Donors CANNOT change their email address (but you can change this for them by editing their Individual Donor Profile/Contact card here)
Add payment methods/cards on file
Delete payment methods/cards on file
Donors CANNOT "edit" a current card on file (but they can easily add a payment method & transfer a current monthly subscription to that new card on file)
View total giving history
View & print individual donation receipts
Harness currently does NOT offer 1 comprehensive end-of-year receipt for tax purposes.
View active/current monthly gift amount, card, withdraw date
Edit monthly donation's campaign designation
Edit monthly donation's payment method/card on file
Cancel monthly donation
Add a new monthly donation
Donors CANNOT currently increase/decrease the amount of their donation. They can follow this guide to end their current monthly gift create a new monthly donation for the updated amount.
View active/current Round-Up cards
View # of card swipes
View current, to-date month of accumulated spare change & recent purchase locations
View & change monthly giving cap
View & edit $.00 purchase action (either donate $0 or $1)
Edit campaign designation
Can I make changes to my donor's account on their behalf?
Currently, there are limited permissions you can make here.
How can my donor access their personal Donor Dashboard?
By clicking on "Log In/Register" through any of your Harness fundraising pages/links found here , on your website (if Harness is featured there) and through the "Welcome to Your Donor Dashboard" email we sent when they first created an account with us (example here) and entering their email address and password.
What if my donor can't remember their personal log-in information?
No worries! They'll log in with their email address & password. If they log in with an incorrect email address, our system will immediately notify them we don't have an account with that email, so they can try an alternative one. You can also find the donor's email address through your Contacts tab by searching for the donor's name and tell them the correct email. If the donor enters the correct email but forgot their password, they can quickly select the "Forgot Password?" link on the log-in form and we'll send them an email immediately to create a new password & login.
How can I refund a donor?
Search for your donor's name & correct gift in your Reports > Donations. Click the 3 stacked dots to the right of the donation amount, choose "Refund Donation".
How can I stop/cancel a donor's monthly gift?
Donors can stop their monthly donation quickly & easily themselves through this guide OR you can stop their monthly donation directly within your Admin Dashboard by clicking on Reports > Monthly > Identify the Donor/Gift > Click the 3 stacked dots to the right of the gift > Cancel Gift