Managing Your Account and Events
Your subscription includes a Master Account Page plus individual event sites. Each is a separate website with a unique URL.
Account Managers have access to the account page as well as a chair role on every event site. Some tasks can only be done by an Account Manager:
- creating new event sites,
- migrating (copying) data between event sites,
- adding new Account Managers,
- renewing/upgrading your subscription.
Event Chairs, Admins, and Staff/Volunteers have access to the specific event sites they have a role on but do not have access to the account page. If you need assistance, account managers are shown on the Team List on each event site dashboard.
To manage your account and event sites:
Under the My Account section of the Dashboard, Account Managers can:
- Enter their organization’s Federal Tax ID,
- View subscription details (expiration date and plan) and renew subscription,
- Create or access event sites, migrate settings, and manage Account Managers user records.
- Manage recurring donations, reviewing records, viewing transaction history, updating schedules, and sending receipts (Event Chairs can access this information as well).
Click on the appropriate button on an event site dashboard:
Or login to your Account Page directly at: https://my.schoolauction.net or https://my.tofinoauctions.com
On the Account Managers page, use the available buttons to view past events, create new events, or migrate data and settings from another event site.
Renewal notices are sent to the Primary Contact listed under the Customer Information section. Account Managers automatically have Chair access to all event sites.
To grant Chair access to a specific site, go to Admin > View Dashboard on that events page and use the Invite New Team Member section.