An Overview of Organization Info

From the “Account” tab, add and edit information including your logo, billing contact, and more.

  1. Click on the “Account” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Organization Info” tab.
  3. In the “ORGANIZATION INFO” window that opens, you’ll see four individual boxed sections for specific types of information about your organization.

LOGO Section

At the top left, your organization’s logo appears (or a generic icon if you haven’t uploaded a logo), headed with the name of your organization.

  1. To edit the name of your community, click on the “edit name” link above the generic icon.
  2. To add your logo, click on the “add logo” link immediately below the generic icon.
  3. In the “ADD LOGO” window that opens, click on the “Browse” button and locate the image file on your computer. You can upload a GIF, JPG, or PNG file up to 15 MB in size.
  4. Click and drag inside the blue selection-area box to position it over the portion of the image that you want to display as the logo. Click and drag any of the blue dots on the corners and edges of the blue box to enlarge or reduce the selected area. On a laptop trackpad or scroll-wheel mouse, zoom in or out to change the display size of the image. You also can click and drag outside the default blue box to draw a new selection area.
  5. When you are happy with your selection, click on the “Save” button. To abandon your changes, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.

YOUR PLAN Section

At the bottom left of the “ORGANIZATION INFO” window, the “YOUR PLAN” section identifies the plan level your organization has selected and how many Members you’ve enrolled.

CONTACT INFORMATION Section

At the top right of the “ORGANIZATION INFO” window, the “CONTACT INFORMATION” section includes two tabs, one for the Primary Contact and one for the Billing Contact. By default, the Primary Contact tab is frontmost. With one exception, both tabs contain the same information categories, including the creation date of the contact, along with the person’s name, e-mail address, phone number, and physical address, as well as the date of the last update to the tab data.

  1. Click on the Edit icon (blue pencil) at the right end of the tab title to open the Edit window and review or revise contact information.
    • The Billing Contact information must remain current to ensure that your organization receives its invoices and any other notifications about payments due.
    • To specify a Reply To e-mail address for all e-mail messaging you send through your website, enter it at the bottom of the Primary Contact tab.
  2. To copy the contact information from one tab to the other so you only have to enter it once if both Contacts are the same person, activate the “Update Primary Contact with this data” or “Update Biling Contact with this data” checkbox, depending on which tab you are editing.
  3. To confirm any changes and return to the “ORGANIZATION INFO” window, click on the “Save” button. To abandon your changes, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.

PAYMENT INFO Section

At the bottom right of the “ORGANIZATION INFO” window, the “PAYMENT INFO” section lists the annual cost of your plan, the date of your last payment, and your next renewal date.

NOTE: If you change your feature-level tier during an existing annual contract, you will remain in your current tier until your plan’s renewal date.


Ask a question about your plan

  1. Click on the “Question About Plan?” button within the “PAYMENT INFO” section of the “ORGANIZATION INFO” window to request information about plan features and upgrades.

Make a payment

  1. To make a payment on your account, click on the “Make Payment” button within the “PAYMENT INFO” section of the “ORGANIZATION INFO” window. (Note that this button does not appear if no payment is due.)
  2. In the “PAY INVOICE” window that opens, select the tab that corresponds to your chosen payment method. Choose the “Credit Card” tab for credit and debit cards, the “E-Check” tab to pay directly from a checking account, or the “Invoice Me” tab to receive an invoice via e-mail.
  3. To close the “PAY INVOICE” window without making payment arrangements, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  • From the “Credit Card” tab, click on the “Card number” area and type in all 12 digits of your card number.
  1. Press the “Tab” key or click on the “MM/YY” area to enter the expiration date of your card with a 2-digit month and 2-digit year.
  2. Press the “Tab” key or click on the “CVC” area to enter the 3- or 4-digit Card Verification Code found on the back of your card next to the signature stripe.
  3. Click on the “COMPLETE PURCHASE” button to finalize your payment.
  • From the “E-Check” tab, click on the “Open Plaid Link” to set up a Plaid account so you can pay by ACH debit directly from your checking account. You will need the 9-digit ABA bank routing number and the account number for your checking account to complete this procedure. You can find these numbers on the front of one of your preprinted checks. The routing number appears at the bottom left, followed by the account number.
  1. When you have completed the sign-up process through Plaid, click on the “COMPLETE PURCHASE” button to finalize your payment.
  • From the “Invoice Me” tab, click on the “COMPLETE PURCHASE button” to receive an invoice via e-mail.