Your account

Your account holds your sign-in, security and personal settings. Open it from your account menu: your name at the foot of the sidebar, or at the right of the top bar on a phone or tablet. Its tabs are Profile, Mobile and two-step verification, Email and password, Active sessions, Delete account, Preferences and My access.

My access lists the access permissions you hold in your organisation. To have them changed, see Administrators and permissions.

Profile

Change your Display name, Phone, Bio and social links, then select Save changes. Under Profile picture, select Upload a new photo or choose one from your library with Use this picture.

Under Appearance, choose System, Light or Dark. System follows your device's light or dark setting and is where everyone starts. Your choice applies straight away and follows you to every device you sign in on. In the browser you chose it on, it also stays on Backed's sign-in pages after you sign out. Emails, PDFs and your organisation's public pages are not affected. Appearance in your account menu (Light or Dark) is the same setting, so a change in either place shows in both. To follow your device again, choose System here.

Under Language and formats, choose your Language, Date format and Clock. Each starts on Organisation default, which follows your organisation's own setting and names it, for example Organisation default (English (Australia)). Language lists only the languages your organisation has turned on; words that are not translated yet show in English. Under Date format and Clock you see today's date and the time in the format you pick. Select Save language and formats. Your choice applies straight away and follows you to every device. Emails, PDFs and your organisation's public pages keep their own formats.

Mobile and two-step verification

Enter your Mobile number and select Send verification code.
Enter the code and select Verify.
Turn on SMS two-step verification to be asked for an SMS code each time you sign in.

Changing your mobile number turns two-step verification off. If your organisation requires it, you set it up again the next time you open your organisation.

Email and password

To change your email address, enter the New email address, confirm your password and select Update email.
To change your password, enter your Current password and a New password of at least 8 characters, confirm it and select Update password.
If you joined with your mobile number, your account has no email address or password yet. The tab shows Add your email address: enter it and select Add email, with no password to confirm, then enter the code we email you to confirm it. To set a password, enter a New password, confirm it and select Set password.

Active sessions

Active sessions lists where you are signed in. End one session, or sign out everywhere else.

If you see a session you don't recognise, end it, change your password and select Report unauthorised use of your account under the list. It opens an email to Backed support with the subject filled in.

Preferences

Dashboard Preferences chooses which Dashboard sections are shown, and in what order. Tick Show for each section, move sections up or down, then select Save Dashboard Preferences. Hidden sections can be shown again at any time.

The same tab chooses which emails you receive. Emails about your account, such as sign-in codes and security notices, are always sent. If you can access Payments, Grant recommendation submitted emails you when a donor recommends a grant from a Fund; turn it off here if you don't want it.

Under Notification channels, turn on Text messages to get a text beside some emails, such as reminders. It needs a verified mobile: if you have none, select Verify your mobile and verify it under Mobile and two-step verification. If your organisation does not send texts, the section says so. Turn Text messages off at any time; emails keep arriving.

Under Calendar feed, select Create link to see this organisation's dates in your own calendar: funding rounds opening and closing, Milestone due dates you can see, and your own tasks. Then select Add to Outlook or Add to Google Calendar, or Copy link and paste it into any other calendar app as a subscription. Each event shows only a number, a title and a link. Calendars check the link about once an hour. Keep it private: anyone who has it can see these dates. Select Reset link if it has been shared by mistake; calendars subscribed to the old link stop updating at once, so add the new link to them again.

Preferences belong to an administrator of the organisation you have open.

Delete account

Delete account removes your access and sign-in. It can't be undone. You can't do this if you're the only owner or administrator of an organisation: hand it over first.

On your organisation's own web address

If your organisation runs Backed on its own web address rather than backed.giving, Your account there shows Manage your account on Backed instead of the tabs. Select Go to Backed to change your account settings on Backed's own site; you may need to sign in there.