Sub Profiles let you manage multiple sets of campaigns, donors, payments, and payment accounts separately within a single Ideali account. This is useful if your organization runs distinct programs, departments, or events that you want to keep organized and reported on independently.

What Are Sub Profiles?

A sub profile acts like its own workspace within your account. Each sub profile has its own:

• Campaigns — Donation campaigns created under that sub profile.
• Donors — A donor list specific to that sub profile’s campaigns.
• Payments — Payment records tracked separately from your other profiles.
• Payment Accounts — Its own connected payment account for receiving funds.

Your main account remains the Default profile, marked with a Parent tag, and you can create as many sub profiles underneath it as you need.

Creating a Sub Profile

1. Click your profile menu in the top right corner of the dashboard.
2. Select Switch Sub Profile.
3. Click Create Sub Profile at the bottom of the list.
4. Enter a Sub Profile Name and an optional Description.
5. Click Create Sub Profile to finish.

Switching Between Profiles

To move between your different sub profiles, click your profile menu in the top right corner and select Switch Sub Profile. You will see a list of all your sub profiles along with the Default profile at the top. Click any profile in the list to switch into it.

Editing a Sub Profile

Click the pencil icon next to any sub profile in the list to update its name or description.