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Security, Access & Nonprofit Account Management

Account & Access

Security, Access & Nonprofit Account Management

Learn how to keep your Charity Bridge Fund account secure, manage team access, and handle administrator changes. Following these best practices helps protect your organization, maintain continuity, and preserve donor trust.

Last updated on 23 Apr, 2026

Overview

Keeping your Charity Bridge Fund account secure is essential for protecting your organization, preserving continuity, and maintaining donor trust. This guide explains how individual accounts work, how team members collaborate on the same charity, how charities and projects connect inside the platform, and what to do when access needs change.

Why individual accounts matter

Every person on Charity Bridge Fund should use their own account. This keeps access secure, creates a clear record of who made changes, and helps your team avoid disruptions when staff or responsibilities change. Shared logins may seem convenient, but they make it harder to manage accountability, update access safely, and protect your organization over time.

Password and login security

Use a strong, unique password for your account. Your password must include:

  • At least 8 characters

  • At least 3 of the following:

    • Lowercase letters

    • Uppercase letters

    • Numbers

    • Special characters

For stronger account protection, follow these practices:

  • Do not share login credentials with teammates

  • Change your password if you suspect unauthorized access

  • Use secure devices and trusted networks when logging in

  • Keep your email address current so you can recover access if needed

How accounts connect to charities

Every user begins with a personal account tied to their own email address. Once your account is created, you can request access to a nonprofit by completing the charity claim process. After your claim is approved, that charity appears in your dashboard, and you can begin managing its profile, projects, and settings.

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Your account is personal, but your access can extend across one or more verified charities. This gives nonprofit teams a secure way to collaborate without sharing credentials.

Claiming a charity

To gain access to a nonprofit, you must complete the claim process and use your own unique claim code. Claim codes are tied to the account that requested them, are single-use, and cannot be shared or reused by another teammate.

For full claim instructions, check the following article:

How team collaboration works

One charity, multiple users

Multiple verified users can manage the same nonprofit through their own accounts.

Shared visibility

Changes made by one verified teammate are visible to others who also manage that charity.

Individual accountability

Each user logs in separately, which helps maintain a clear and secure access structure.

No shared login required

Team collaboration should happen through individual accounts, not a shared email and password.

Managing multiple charities and projects

A single user account can manage more than one verified charity. Each organization must be claimed and verified separately, but once access is granted, you can switch between charities in your dashboard.

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Projects live under a charity profile, not as separate, standalone accounts. Any verified user connected to that charity can work on projects associated with it, including creating projects, editing content, publishing or unpublishing them, and keeping information up to date.

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Representative changes and continuity

When staff members leave or roles shift, access remains stable because the charity is not dependent on one shared login.

This structure helps protect continuity and prevents a single point of failure in account management.

Account recovery

If you lose access to your account, you can reset your password directly from the account page.

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1
Open My Account

Go to the My Account page to begin the password reset process.

2
Select Log in

Click Log in to access the account sign-in screen.

3
Choose Forgot Password

Select Forgot Password to start resetting your access.

4
Enter your email

Type the email address associated with your account.

5
Check your inbox

Follow the reset instructions sent to your email to create a new password.

If you no longer have access to your email

If you cannot access the email address associated with your account, contact support. You may be asked to provide documentation confirming your relationship to the nonprofit before access-related assistance can be provided.

Security best practices for nonprofit teams

  1. Make sure every teammate uses their own account

  2. Never share passwords or claim codes

  3. Keep multiple verified users connected to the charity to avoid access gaps

  4. Review charity and project details regularly for accuracy

  5. Keep contact information current so recovery and support requests can be handled smoothly

  6. Update internal team processes when staff roles change

FAQ

Can multiple people manage the same charity?

Yes. Charity Bridge Fund allows multiple verified users to manage the same nonprofit through separate accounts.

Can multiple people use the same login?

No. Each user should have their own account. This improves security, accountability, and long-term continuity.

Do teammates need to share claim codes?

No. Each user must request and use their own unique claim code. Claim codes are single-use and tied to the account that requested them.

Can one account manage more than one charity?

Yes. A single user can manage multiple verified charities from the same account, as long as each one has been claimed and approved separately.

Can all verified users manage projects too?

Yes. Verified users connected to a charity can create, edit, and manage projects under that charity profile.

What happens if our main admin leaves the organization?

Other verified users will still have access. A new team member can create their own account and claim the charity independently.

What if the only representative who had access leaves?

A new representative can still claim the charity and regain access to manage it. The organization’s existing data remains associated with the charity profile.

What should I do if I forget my password?

Use the password reset option on the login page. If you cannot access the email on file, contact support for help.

Strong account management protects both your organization and the people who support it. By using individual accounts, verifying each team member separately, and maintaining clear access practices, your nonprofit can collaborate safely, avoid disruptions, and keep its Charity Bridge Fund presence secure over time.