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NGO Profile Tabs

Role: NGO admins
Scope: NGO portal

Purpose

Describe all profile tabs and how they affect NGO representation in the platform.

Who this is for

NGO admins maintaining profile quality, compliance visibility, and support communication.

Prerequisites

  • You are signed in to NGO portal.
  • You have selected the intended NGO profile context.

Step-by-step instructions

1. Open Profile

Go to NGO -> Profile.

2. Verify assigned profile

Each NGO admin has one assigned NGO profile.

3. Update profile tabs

Available tabs include:

  • NGO: core organization information
  • About us: rich-text profile description
  • Contact: phone/website details
  • Legal: quick links to legal and data policy material
  • Help: send support messages
  • Restrictions: restrict company access via CVR-based restrictions

4. Save and verify

After updates, confirm that campaign-facing context and restrictions behave as expected.

What users should expect

  • About us and contact updates persist as NGO profile metadata.
  • Restriction updates affect which companies can interact with the NGO in workflows.

Common issues and troubleshooting

  • Save button disabled: no data change detected or form validation is failing.
  • Company not available for restriction: CVR search may require minimum search input.
  • Support response delay: help center sends a message workflow, not live chat.

Verify success

  • Saved profile changes remain visible after refresh.
  • Restriction or contact updates are reflected in related campaign and operations context.