Service application and account setup basic process

3. Account Setup

Loader image
  • Verify the Charity name
  • Select country/region
  • Enter the Charity email address
  • Enter the contact phone number
  • Enter the responsible person’s name
  • Upload the electronic signature or seal of the Charity’s responsible person (png, jpeg, jpg, gif format, less than 1 MB)
  • Upload the Charity logo image (png, jpeg, jpg, gif formats, less than 1 mb)
  • Upload the banner image for the Charity internal page (png, jpeg, jpg, gif formats, less than 1 mb)
  • Upload the background image for the charity’s dedicated page (png, jpeg, jpg, gif formats, less than 1 mb)
    1. Select Currency
    2. Set Minimum Donation Limit
    3. Set Maximum Donation Limit
    4. Set Payment Method
      1. FPS / PayMe / Direct Deposit / Individual / Alipay / AlipayHK
        • Enter payment details and upload screenshots of the receiving account for the applicable payment method, if required.
          Payment method example
      2. Credit Card
        • Enter “Publishable Key” (provided by your Stripe account)
        • Enter “Secret Key” (provided by your Stripe account)
        • Press [Save]
    5. Set a suitable donation cycle

    6. Select Country/Region

Each charity has a specific account administrator to manage console items, with the option to add more administrators and general users as needed.

  1. Go to [Admin and Roles] > [Admin]
    • Click [Create]
    • Fill in the required information
    • Select the [Active] box in the status bar
    • Click [Save]
  2. Edit the newly added administrator page
    1. Assign the appropriate [Roles] *If no role option exists, the account administrator must manually set it in [Admin and Roles] > [Roles]
    2. Click [Save]
  3. Then go to [Admin and Roles] > [Roles]
    • Click [Create]
    • Enter the role name (e.g. Junior, Intermediate, Senior)
    • Verify the role’s available permissions
    • Click [Save]