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Updating the designated representative
Updating the designated representative

Instructions on changing who the designated representative is for the online payments feature.

Meredith Owens avatar
Written by Meredith Owens
Updated over a week ago

It's common for communities to have members move in and out of leadership positions. If you have a change in directors, this change should also be reflected in the online payments feature. This is because our payment processor needs to verify the directors for a community (learn why here). Therefore, if you need to add yourself as the new designated representative, follow the instructions below.

How-to

First, visit the "Online payments" section in the Admin Portal. Here, click the "Settings" button at the top of the page.

Under the "Directors" tab, if you're not already listed as a director, click the "Add director" button.

On the next page, fill in your personal information according to the prompts on the page. Once you've finished, click the "Add" button.

Next, under your information, click the "Make representative" option. Lastly, follow the instructions in the pop-up window.

After confirming that you'd like to become the designated representative, you'll see a message that Stripe is verifying the submitted information. You can then delete the previously designated representative if needed.


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