Zeffy Help Center
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About Zeffy
What Is Zeffy?Zeffy Really Is Free: No Fees. No Catch.Why Organizations Trust ZeffyHow to Talk to Your Donors About Zeffy
Getting Started With Zeffy
Exploring Zeffy: Where to BeginGetting Started: Setting Up Your Zeffy AccountIs My Organization Eligible to Use Zeffy?Register for Zeffy's Weekly DemoTest the Platform: Run Payment Tests and Test Confirmation EmailsThe Zeffy Referral Program
Stripe Account & Identity Verification
Stripe Verification OverviewWhat Is Stripe? Verification FAQConnecting an Existing Stripe Account to Zeffy
Identity & Document Verification
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๐Ÿ‡จ๐Ÿ‡ฆ Canadian Stripe Verification
๐Ÿ‡ฌ๐Ÿ‡ง UK Stripe Verification
Account Management
Accessing your account
Managing your account
How can I update my organization information?Set your "Doing Business As" (DBA) nameUser Roles, Permissions, and Account Ownership TransfersHow to delete or deactivate a Zeffy accountRecovering Access to Your Zeffy Account if Your Admin Has LeftStay up to date on Zeffy's technical issues and platform status
Campaign Management
General Form Configuration
Donations
Events
Auctions
Ticket and Item Configuration
Raffles
Online Stores
Memberships
Peer-to-Peer Campaigns
Volunteering
CRM/Contact Management
Emails
Campaign communications
Contacts
Importing contacts
Lists & filters
Donor Mail
Finances
Bank Account
Payouts
Transaction Management
Payment methods and statuses
Refunds and Cancellations
Tax receipts
SwiftAid
Data Management
Importing Data
Exporting Data
Data Integrations
Tap-to-Pay
App: Setting Up Zeffy Tap to PayTroubleshooting the Tap to Pay App (iOS)Troubleshooting the Tap to Pay App (Android)Accept In-Person Payments With a Card Reader or a QR Code
Zeffy for Donors
My Zeffy Donor Account
Making a Payment
Confirmation Emails & Receipts
Payment Management
How to Edit Your Peer-to-Peer Team or Participant Fundraising Page
Legal, Data Privacy & Security
Legal
Data Privacy
Account Security
Account Management

Managing your account

Learn how to manage access, update organization details, and handle account settings.

How can I update my organization information?

Set your "Doing Business As" (DBA) name

User Roles, Permissions, and Account Ownership Transfers

How to delete or deactivate a Zeffy account

Recovering Access to Your Zeffy Account if Your Admin Has Left

Stay up to date on Zeffy's technical issues and platform status