Track Account Changes

Nonprofits have the option to view any changes made to their organization's account as well as updates to individual user accounts through the Change Tracking feature in the Administration area.

  1. Navigate to the Administration > Change Tracking area.

  2. Click on the Nonprofit tab.

  3. Optional - Click on the dropdown to filter the results by Type.

    • Banking Information

    • Classification

    • Eligible to Disburse

    • Display Name

    • Eligible for Giving

    • Is Active

    • Is Deductible

    • Legal Entity ID

    • Mailing Address

    • Mailing Name

    • Parent/Child Relationship

    • Registered Address

    • Vetting Application Status

    • Vetting Organization Type

  4. Click on the Refresh icon to show all tracked changes to the nonprofit.

The information includes in this view includes:

  • Changed By

  • Change Date

  • Type

  • Old Value

  • New Value

Note: Only information for the user currently logged in to NPOconnect will be shown. Updates for all Administrators and Managers for the nonprofit will not be shown.

  1. Navigate to the Administration > Change Tracking area.

  2. Click on the User tab.

  3. Optional - Click on the dropdown to filter the results by Type.

    Note: Only updates made to Email Communication Preferences are currently visible in this table.

  4. Click on the Refresh icon to show all tracked changes to the user's settings.

The information includes in this view includes:

  • User

  • Changed By

  • Change Date

  • Type

  • Old Value

  • New Value