FOR GRANTMAKERS
Registering and Setting Up an Account
How do I set up or update My Profile?
Click the Profile icon in the top right corner of the menu bar and select My Profile from the dropdown. From there, you can go to the Details tab to update your user information, upload your profile picture, reset your password, or adjust your Settings.
How do I update My Profile Settings?
Click the Profile icon in the top right of the menu bar and select My Profile from the dropdown. From there, you can go to the Settings tab to update your biography, focus areas, and more.
How do I reset my password?
Click here and enter the email address that your account is associated with. You will be sent an email with a link that will allow you to reset your password. Alternatively, if you want to change or reset your password when you are logged into your account, you can go to the Profile icon in the top right of the menu bar, select My Profile from the dropdown, and in the Details tab, click the Send Password Reset button.
How do I link my JustFund account to my Donor Advised Fund (DAF) account?
To link your Donor Advised Fund (DAF) account, click on the name of your fund next to the “Viewing as: _____” in the top menu bar. In the Details tab, scroll down to the Financial Information section to add the website link to your Donor Advised Fund (DAF) account.
I am part of several different funds, networks, or organizations on JustFund. How do I toggle between the different accounts that I have?
If you are part of more than one fund, network, or organization on JustFund, you can switch between your accounts by clicking the dropdown arrow in the top menu bar next to “Viewing as: ___”. A pop up window will appear and will allow you to switch between your different accounts.
Setting up Your Fund’s Account and Funder Profile Page
How do I set up my Funder Profile Page?
To set up your Funder Profile Page, you need to be a Primary Admin or have the ability to manage the Fund’s Profile. If you have any of those capabilities, click on the name of your fund next to the “Viewing as: _____” in the top menu bar. Complete your Fund’s information on the Details tab and add additional information in the Settings tab. When you’re ready, publish your Funder Profile Page in the Settings tab.
How do I publish my Funder Profile Page?
Click on the name of your fund next to the “Viewing as: ___” in the top menu bar. Then go to the Settings tab, from there, you will have the option to publish your Funder Profile Page and add additional content. Once your Funder Profile page is published, it will be visible to all other funders on JustFund and it will include the information from your Funder Profile Page Details tab as well automatically track and update any of your grant activity. To view your Funder Profile Page, go to Discover in the top menu bar, then select Funders from the dropdown.
How do I add or remove users from my fund?
Click on the name of your Fund next to the “Viewing as: ___” in the top menu bar. Go to the Users tab to see a list of users associated with your Fund account. You can add users as desired by clicking on the Add Users button and filling out the Email, First Name, and Last Name of the user(s) you’d like to add. The user(s) will be notified by email with instructions on how to set up their account and login. To remove, a user click on the X under the Actions column next to the user’s name. A pop up window will appear asking you to confirm before the user is removed.
How do I manage permission settings for different users?
To manage permission settings for different users, you must either be the Primary Admin user or have the permission setting to manage users. If you have that permission capability, click on the name of your fund next to the “Viewing as: ___” in the top menu bar, then go to the Users tab to see a list of users associated with your Fund account. Select the checkboxes next to each user to manage whether or not they are granted permission to do certain actions or activities, this includes things like: managing other users, marking funding, and updating your Funder Profile Page content.
Finding and Funding Organizations
How do I find and fund an organization or conduct a field scan?
To find and fund organizations of interest, click Discover in the top menu bar and select Organizations from the drop down menu. You can search by the organization name or fiscally sponsored project name or use the Advanced Search button to apply various filters to surface results around specific focus areas, strategies, regions, communities engaged, and more. You can use this tool to continue to refine your search criteria to find organizations that fit your interest(s). Click into any Organization card to review their Organization Profile and proposals they’ve submitted in detail.
How do I download my search results?
If you would like to download the results to your search, click on the CSV button to download a Comma Separated Value (CSV) file that can be opened in applications like Microsoft Excel. Or, click the Copy to Clipboard button to copy to your clipboard where you can paste your search results into applications like GoogleSheets.
How do I bookmark organizations I’d like to save and review later?
If you want to save an organization to review later, click the Bookmark icon on the organization’s card. Any organization you bookmark will then be saved on your Bookmarks page.
Click the Bookmark icon in the top menu bar to access any saved organizations. Click the Bookmark icon to add or remove any organization from Bookmarks.