In our platform, you can also edit your organization's information, such as name, contact email, language, and more.
To do this, simply follow these steps:
Go to the menu and select "Organization Settings."
Once inside, you will find various sections to configure your account. Here’s a breakdown of each:
Organization Profile
In this section, you can modify basic contact information if anything changes as you grow with us.
To edit, click on the pencil icon in the top right corner and then save.
Default Currency
Here, you can select the currency you’ll use on the platform.
Important Note! 🛑❗: Once you select your currency, you will not be able to change it later!
After finishing, click save.
Users
We are a multi-user platform! In this section, you can:
Create new users (we’ll cover this in the next module).
Delete users.
View logs/actions performed by each user.
Deleting Users:
To delete a user, click on the box next to their name, then click delete. A pop-up will appear to confirm your action.
Viewing Each User's Actions:
You can see changes made by each user across all modules in detail. To do this, click on "View Logs," which will show:
You can also filter by module, user, or date — and you can use all three filters simultaneously!
Creating New Users (Inviting New Users)
To create new users, you’ll need:
The new user’s email.
The role you’ll assign them.
What does each role mean?
Partner: Allows service providers and contact centers working with the organization to view campaign performance without accessing all information or changing platform settings.
Powerful: User with privileges to create, read, edit, delete, and export in certain sections.
Campaigner: User with viewing privileges for campaigns, lead forms, and donation forms.
Hero: User with viewing privileges for data sections, but cannot create, edit, or delete in most sections, except for the "People" section where they can create, edit, or delete.
SuperHero: Admin user with all privileges to create, read, edit, delete, and export across the platform.
Privilege Definitions:
VIEW: Can view data.
CRUD: Can create, read, update, or delete.
EXP: Can export data.
BANK: Can create transactions, cancel, and create subscriptions.
ADM: Can manage settings.
Gateway Payments
Our platform can easily integrate with any of the following Payment Gateways.
Through these options, you’ll receive both one-time and recurring donations:
Stripe
pagar.me
Braintree
Mercado Pago
PayU
Unicef
Payments Way
DuPay
Getnet
Recurrent bank debit
Niubiz
PlaceToPay
Integrations:
Our platform can integrate through three systems: built-in integrations, WEBHOOKS, and ZAPIER.
Custom Fields
Our platform allows you to create custom fields to gather additional information from your users.
What types of fields can you create?
Date field
Text fields
Option selection fields
Numeric fields
Checkbox
To create them, click on Custom Fields, then click New.
On the next screen, here’s what each field means:
Label: Enter the name of the field.
Alias: This will auto-fill based on the label you entered.
Group: Select the group the field belongs to.
Category: Define the field type: personal, contact, address, company, general data, or none.
Data Type: The type of field you need (e.g., text, date, email, number, tel, text area, checkbox, radio button).
Finally, choose whether to make the field visible or required on the form, publish the field, and click save.
Afrus Pixel
A tracking pixel is a 1×1 graphic that tracks web traffic, site conversions, and user behavior.
To implement it, copy the code below and paste it on every page where you need to track leads interacting with your forms.
Donation Certificates (Afrus)
Our platform allows you to send donation or transaction certificates. Here’s how:
Click on Donation Certificates, then activate.
Choose whether to send them automatically or manually and click save.
How to Create Your Donation Certificate
From the main screen, go to Certificates, and click New.
On the main screen, click on "New Certificate" (if you want to create one from scratch), or you can click on "Template Gallery" if you want to modify an existing one from our database.
New Certificate:
On this screen, you must fill in the following information:
Event: Select either donation or transaction certificate.
Template Name: Enter the name by which you will identify your certificate.
Description: You can add any description or important information about this template.
Next, you should click on the lower-right corner (white pencil) to enter our certificate editor.
Select the language in the editor:
In the next step, edit your certificate from scratch using our drag-and-drop editor, and when finished, click on save.
If you want to download a preview in PDF to see how it will appear to your users, click on "Download preview." To finish, click on save.
If you want to make any modifications to your certificate, you can click again on the lower-right corner (white pencil).
On the main screen, you will find all the certificates you have created, and you will be able to:
View
Edit
Delete
Restricting Forms
The Form Restriction feature improves transaction security and prevents fraud on your platform forms. This is fully customizable, allowing your organization to configure activation policies.
To start, go to form restriction, and click activate.
Once active, configure the three security levels:
LEVEL 1: After three attempts (or the specified number) within 2 minutes, CAPTCHA will activate.
LEVEL 2: After five attempts in three minutes, the form will temporarily lock for five minutes.
LEVEL 3: If levels 1 and 2 are exceeded, after two more attempts within three minutes, the form will be permanently locked and must be manually reactivated.
Finally, you can select forms to exempt from these rules by selecting them here.
