Changing the User on an Existing Account

Changing the User on an Existing Account

Overview

If a different person will be taking over an existing DonationScout account, you can update the account information instead of creating a new user. This allows the new user to take ownership of the account while preserving its history, permissions, and associated records.

When to Use This

Update an existing account when:

• An employee leaves the organization.
• A new person takes over the same responsibilities.
• You want to preserve the account's historical activity and associated data.

How to Change the User

1. Log in to the existing account.
2. From the left navigation menu, select Profile > Personal Details.
3. Update the following information:
   • Name
   • Email Address
   • Password
4. Click Save.

The account will now belong to the new user while retaining its historical data and existing permissions.