đź“§ Updating Millie With Your Personal Email Address
Context: In Millie, every individual, when created by their employer, will have:
- An “employee record” - what is feeding and tied to their employer’s Millie instance
- A “user record” - the individual’s own Millie instance where they can track donations, view tax receipts, and access pre-loaded funds in their wallet no matter what their current employment status is
When an individual signs into Millie as an employee of a company, the employee record and user record become linked.
When an employee is deactivated by the company, the user record is unlinked from the employee record until and unless the individual joins another organization using Millie.
It is important for the individual to have their personal email address tied to Millie before they are deactivated from the platform so that they can retain access to Millie without needing access to their employer email.
In the event that the following steps do not take place before an employee leaves, please reach out to team@milliegiving.com for support.
Instructions On How to Update Your Millie Email Address:
The following steps must be done by the individual user and cannot be completed by the administrator on their behalf:
- Login to your Millie instance and look for your name in the upper right hand corner:
- Select “Settings” from the dropdown menu
- Under “Info,” update with your personal email address:
- Once you update, you’ll be prompted with a reminder that you will need to verify the new email address before the change takes effect. After selecting “Save Changes” in the platform, you will receive a verification email to your personal inbox. Click through that link, and your Millie email address will be updated