Switch between organization or donor profiles

If you have multiple Zeffy organization accounts or a donor profile under the same email, you can switch between them without logging out.

Switch profiles

1. Click on your name in the bottom left corner of your dashboard.

2. Select "Switch profile".

3. Choose the organization account you want to access, or select "My donor profile" to access your donor account.

Creating a new organization profile

If you need to create an additional organization account (for example, a chapter of a larger organization):

1. Click on your name in the bottom left corner.

2. Select "Switch profile".

3. Click "+ Create a new organization".

If you already donated or bought something on Zeffy

Any payment made on Zeffy creates a donor account for that email, so signing up again with the same email sends you to that account instead. Keep the donor account: your organization profile is created from it.

1. Go to zeffy.com/login and log in with that email. If you never set a password, enter your email and follow the emailed link to create one (see Activating your Zeffy donor account). The link expires, so request a new one if needed.

2. Click on your name in the bottom left corner and select "Switch profile".

3. Click "+ Create a new organization".

Adding users to specific organizations

If you're the owner of multiple Zeffy accounts, you can add different people to each organization. They will only have access to the organization you give them access to.

See Add users and manage permissions for details.

Give each organization its own login

Organizations under the same email are already separate accounts, each with its own bank account. They appear together only because your email is a user on both. To give one of them its own login:

1. Log in with the shared email and switch to the organization you want to separate.

2. Go to Settings → Manage users and invite the new email address.

3. Accept the invitation from the new email address.

4. Back on the shared email, click the three dots next to the new user and select "Make admin".

5. Remove the shared email from that organization.

Merging accounts or moving campaigns

We can't merge two Zeffy accounts or move campaigns from one account to another. Changing an account's email doesn't merge accounts either: campaigns and memberships stay in the account where they were created. Here is what you can do instead:

• You have two accounts for the same organization: keep one as your main account and archive all active campaigns in the other, so no new payments go through it.

• You want the account under another person or email: transfer ownership instead. Invite the new email in Settings → Manage users, then make them admin once they've accepted. See User Roles, Permissions, and Account Ownership Transfers.

• You picked the wrong country at sign-up: the country can't be changed after the account is created. Create a new organization profile with the right country from "Switch profile", set up your campaigns there, then delete the mistaken profile (see How to delete or deactivate a Zeffy account).

Troubleshooting

If your dashboard appears empty after logging in, or you can't find your campaigns, see Troubleshooting login and account access issues.