Overview¶

This page displays the general overview and general settings of your account.

Account Overview¶

This section provides the basic settings for your account. The table below describes each field in detail.

Field	Description
Account Name	The name of the account, used to identify your organization in the platform.
Domain	The domain associated with your account (e.g., evergiving.com).
Country	The country in which your account is based. This impacts country-specific configurations.
Default Time Zone	The time zone set as the default for all users within the account.
Default Fundraiser Hours	The default daily working hours for fundraisers. This can be overridden at the fundraiser level if needed.
Default User Interface Language	The language displayed in the user interface for all users. This can be overridden by the user in [[settings\|User Settings]].
Age Stops	Defines age ranges for reporting purposes. Enter the first value of each range, separated by commas (e.g., "26,41,56,71"). Creates age ranges like `%3C26`, `26-40`, etc.
Administrator(s)	A list of administrators who have full access to the account and are responsible for managing settings and users within the system.

The following settings control how data is exported, managed, and secured across your account. Use the table to understand each setting.

Setting	Description
Automatic Export Trigger	Enable or disable automatic data exports. When enabled, data is exported automatically based on predefined conditions.
All Campaigns in Single Export	Enable this to include all campaigns in a single export operation, simplifying data handling across multiple campaigns.
Fundraiser Call Back	Enable the fundraiser call-back feature, allowing fundraisers to manage follow-up calls more efficiently.
Swap Fundraiser	Disable this to prevent fundraisers from swapping devices or roles without logging out. Enables better tracking and security.
Restrict Campaign Manager	Restrict campaign managers so they can only view and manage data attributed to them. This improves data privacy and limits access.
Enable User Reference Validation	Enable validation of user codes to ensure accuracy and consistency in data entry and user identification.
Enable Two-Factor Authentication	Allows users to add [[two-factor-authentication\|Two Factor Authentication]] (2FA) to their account for additional security. This requires users to verify their identity through a secondary method.
Automatically Lock Timesheets After X Days	Set the number of days after which timesheets are automatically locked. This ensures timely logging and finalization of fundraiser work hours.