How do I enable Organization Name and EIN?

Located in the administrator dashboard under portal settings –> campaign settings is a toggle called Organization Name and EIN.

To enable and use this setting, you must first turn the toggle ON by checking the box and saving the settings at the bottom of the page.

Next, you will need to enable another toggle so you can view the changes when you are not logged in.

Go to the admin dashboard –> portal settings –> website settings –> Allow Non-Admin To Manage person Attributes. You must enable this setting as well. Keep the box below it unchecked called “Disallow Read Access To Other Users”.

Save this setting by clicking the save button at the bottom of the page.

Once this has been saved, you can see that the correct information is replaced and can be viewed as the organization and EIN number for each campaign.