Account & access
Sign-in, roles and permissions, invitations, and profile settings.
20 articles
- Signing in to PledgixSign in with your email and password or with Google, and learn what the sign-in messages mean when something goes wrong.
- Resetting your passwordForgot your password, or want to change it? Request a reset link by email and set a new password in a couple of minutes.
- Managing your Profile SettingsUpdate your name, phone, company details in English and Hebrew, tax-exempt status, and billing address — all from Profile Settings.
- Accepting an invitation to a campaignBeen invited to help run a campaign on Pledgix? Here's how the invitation email works, whether you're brand new or already have an account.
- Roles and permissions explainedOwner, Manager, Captain, Team Member, Caller — what each campaign role can see and do, and how the Manager and Team badges work.
- Adding and removing people on your campaignInvite Owners and Managers from Client Portal Access, resend invitations, change roles, and remove access when someone leaves.
- The notification bell: Messages from PledgixThe bell in your navigation bar counts unread chat messages from the Pledgix team, per campaign, and takes you straight to each conversation.
- Signing out and how sessions workHow to sign out, what happens to your other devices, and how Pledgix keeps your session secure without interrupting your work.
- Getting help: the Help Center and creating a ticketFind answers in the built-in Help Center, and when you need a human, open a support ticket — topics, attachments, and what happens after you submit.
- Tracking your support tickets: statuses, replies, and reopeningFollow every ticket from "In review" to "Closed" — read and reply in the conversation view, understand each status, and reopen a resolved ticket if the fix didn't stick.
- Rating your support experienceAfter a ticket is resolved, a quick star rating tells us how we did — here's when it appears, how it works, and why it matters.
- Switching between Manager and Team viewsHold both a leadership and a fundraising role on one campaign? The "Viewing as" toggle lets you flip between the full Manager view and exactly what your team members see.
- What's New: following Pledgix product updatesThe megaphone icon in your navigation bar announces new features, improvements, and fixes — here's how to read, browse, and keep up with them.
- Suggesting features and voting on the roadmapUse the Feedback & Roadmap board to propose ideas, vote for the ones you need, and track your submissions from review to shipped.
- How do I invite another manager?Add their email in your campaign's Client Portal Access section — access is granted instantly and they get an invitation email.
- How do I remove someone's access?Use the remove action on their row in Client Portal Access — their access ends immediately, and no data is lost.
- Why can't a team member see donations?Team members only see donations credited to their own team — campaign-wide donation lists are reserved for Managers and Admins.
- Can I turn email notifications on or off?There's no email notification toggle today — here's exactly which emails Pledgix sends and how to stay informed in-app instead.
- How do I accept an emailed invite?Click the link in the invitation email — new users set a password, existing users just sign in, and the campaign is already attached to your account.
- My invite link expired — what now?Invite links expire after 7 days, but your access is still intact — get a fresh link with one click, or just sign in if you already have a password.