Account Admin runbook

You own the nonprofit account: payments connection, manager roster, and org settings.

Sign-in: Email + password with two-factor authentication (2FA) enabled in your Clerk profile. High-risk actions (Connect Stripe, add/remove managers, delete org) require a recent 2FA verification.

First-time setup

  1. Create your orgSign up, accept Terms, and create your nonprofit organization in Clerk.
  2. Open account home — After signup you land on /account. Create your first event (name + URL slug).
  3. Connect Stripe — Open the event → Settings or Setup checklistConnect Stripe. Sign in with your nonprofit's Stripe account (not the platform's). Gifts settle in your merchant account.
  4. Add Event Managers — In Settings → Event team, enter a manager's phone number. They must sign in once before you can add them.

Event night (your role)

Troubleshooting

ProblemWhat to do
"Two-factor authentication required" Sign out and sign in again; complete 2FA in Clerk. Then retry Connect Stripe or roster changes.
Connect Stripe button does nothing Confirm you are Account Admin in Clerk. Check platform status.
Cannot add manager by phone Ask them to sign in at /login first so their phone is registered. Then add again from Event team.
Card gifts not appearing Event Manager: confirm event is Live and Stripe connected. Treasurer: compare with Stripe dashboard after the event.

Delete organization

Org settings → type your org name → schedule deletion. There is a 7-day cooling-off period; you can cancel before purge runs.