Manage your LGL forms account

In this article:


You can manage administrative details related to your LGL forms account on the Admin tab. From that tab, you can click on any of the items in bold in the list below to update what is described in that bullet:

  • Account info: Update your account name, date display preference, and location
  • Billing: Review/change your billing information and invoices
  • Payment accounts: Add an additional Stripe, PayPal, or ProPay account (if you need two, for instance, if you have a 501c3 and 501c4)
  • Users: Manage/add users and "approved emails"

Account information

Here you can update your account name, how you would like for your dates to be displayed, and your location.

Billing

Change the credit card used for monthly billing or cancel your LGL forms account. You can also see your current balance (if there is one) and review the list of invoices that have been processed.

Payment accounts

Your Stripe, PayPal, or ProPay payment account will be listed here, if you have one set up. You can also add an additional Stripe, PayPal, or ProPay account if needed by clicking the Add payment account button and adding the additional account:

Users

The last page in the Admin area is the Users tab. As shown in the screenshot below, this page shows all users who can log into/access your LGL forms account. It also shows all approved emails, which are email addresses/names that can be used in confirmation notices.

Here are some key points to know about users and approved emails in LGL forms:

  • All users in your LGL account with Administrator-level or Gift Entry-level permission can gain access to your LGL forms account, but they are not automatically created as LGL forms users. To become an LGL forms user, if they are a team member in your LGL account with Administrator- or Gift Entry-level access, they can navigate from the Forms tab in LGL to LGL forms. There they will be prompted to create a user account for LGL forms.
  • Approved emails are email addresses that you can place into the "Reply-To" field for any confirmation notice that gets sent by one of your forms. Users are automatically included in this list, but sometimes you may want to have responses to your confirmation email go to an email address that should not also be connected to a user (such as info@yourdomain.org).