The change signatory is one or more individuals who are authorized, on behalf of your company, to provide Benevity with instructions for program changes and decisions that have a financial impact. It's usually the person responsible for the overall program or someone who has been designated by the person responsible.
Tasks requiring change signatory approval
Below is a list of the common tasks that require change signatory approval. The list is not exhaustive. There may be other tasks that have financial or material impact to your program, which need change signatory approval.
| Task requiring approval | Notes | Approval exceptions |
| Assign role manager | Providing or removing the administration privilege of “Role Manager” must be requested or approved for an authorized change signatory. Only Benevity can manage this specific role. Change signatory cannot request Role Manager for themselves, (no self-authorizations allowed). Either another change signatory or, in lieu of, another person in a leadership position can assign a Role Manager. | No exceptions. Change signatory approval always required. |
| Budget updates |
|
Change signatory approval not required for:
|
| Bulk uploads | Bulk uploads that have a financial impact (e.g. user seeding, external match requests, volunteer time tracking). | No exceptions. Change signatory approval always required. |
| Campaign set up |
Potential tasks:
|
Change signatory approval not required for:
|
| Cause filter changes | Any changes to cause filters. | No exceptions. Change signatory approval always required. |
| Corporate DAF Account Statements (previously float fund statements) |
New accounts and updates to distribution lists. | No exceptions. Change signatory approval always required. |
| Custom Donation Reports | New custom Donation Reports or updates to existing customizations. | No exceptions. Change signatory approval always required. |
| Donation Reports |
New Donation Reports, updates to distribution list, PO or Bill to. | No exceptions. Change signatory approval always required. |
| Portal invoicing details | Updates to invoicing details in a portal (Distribution list, PO or Bill to). | No exceptions. Change signatory approval always required. |
| Reversals | Any reversal where clients are charged a reversal fee and is initiated by the client. | Change signatory approval not required when the reversal is due to Benevity error (no charge to you). |
| Benevity Reporting account creation | Change signatory approval required because it exposes users to PII (Personal Identifiable Information). | Change signatory approval not required for simply creating reports. |
How to add or remove change signatories
Before Benevity can add a new or remove an old change signatory, we must obtain email confirmation from the person responsible for your overall program (typically a senior level member of your organization).
Send the request via email to your Client Success Manager. When writing the email, feel free to use the copy below as a template.
Subject line: Request to add a change signatory
“I confirm that [Contact name, job title] is a change signatory for [Company Name]. I understand that a change signatory is one or more people who are authorized to provide Benevity with instructions for program changes such as increasing budgets, adding or modifying administrative users, configurations, etc. I am responsible for the Goodness program at [Company Name].”
Subject line: Request to remove a change signatory
“Please remove [Contact name, job title] as a change signatory for [Company Name]. I understand that a change signatory are individuals who are authorized to provide Benevity with instructions for program changes such as increasing budgets, adding or modifying administrative users, configurations, etc.”
FAQ
Can the current change signatory provide authorization to add a new change signatory?
Yes, whether they are adding additional change signatories, or the current change signatory is leaving and assigning someone new the role, the current change signatory can be the requester/approver. This request must come in writing by emailing your Client Success Manager.
The change signatory and other known contacts have left the company. Can I, the new program administrator, request change signatory permissions for myself?
No, you cannot request change signatory permissions for yourself. You will need to find out who owns the program budget and is the formal decision maker for the program.
How many change signatory contacts should our organization have?
As many as your company finds necessary. And as long as they fully understand the significant and financially implicating decisions that these contacts will be authorized to complete.
Can a change signatory be assigned to a specific request type but not others?
No, a change signatory is the authority for all request types.