Add Donor Accounts #134
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Add Donor Accounts #134
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prompt: I am looking to add a new section to the guide and a new section to the API reference. Feel free to clean up the language and add helpful diagrams. Guide: “Donor Accounts” - Overview: As a grantmaker, you have the ability to create Donor Accounts for DAFpay. These Donor Accounts can reference a donor’s account in the grantmaker external system. A grantmaker can either create a Donor Account or approve requests from donors to get added as a Donor Accounts. Donor Accounts are able to seamlessly submit grant requests via DAFpay. - How it works: In the Chariot dashboard, either create a Donor Account or approve a donor’s request to get added. You can also programatically create or approve Donor Accounts via the [Donor Account API]. Once a Donor Account is created, the donor can submit grant requests to that Donor Account via DAFpay. Those grant requests will be visable via the [Grant Request API] or the Chariot Dashboard. You can listent to Grant Request webhooks to automtically process the grant request within the granmaker external system. - FAQ Donor Account - How does a donor request a Donor Account? When a donor uses DAFpay for the first time, a donor selects their DAF provider and creates their DAFpay account. This automatically creates a Donor Account request for the grantmaker. Donors can then submit grant requests in DAFpay which will show up under this Donor Account. Each Donor Account should reference an external account in the grantmaker’s system. Therefore when grant requests are made, the grantmaker should know which account to apply the grant request for in their external system. - Can a Donor Account be revoked? Yes, either via the [Donor Account API] or the Chariot Dashboard the donor’s account can be revoked from DAFpay. That means this user won’t be able to submit grant requests to this Donor Account via their DAFpay account. - How do I verify that a Donor Account request is legitimate? DAFpay verifies the ownership of the user’s email address. If this email address matches the email address in the grantmaker’s external system, a grantmaker can contact the donor to confirm the donor wants to link their DAF account to DAFpay. If the donor confirms, a reference between the external account and the Donor Account can be made. - What happens if a Donor Account request is rejected? The DAFpay user will receieve a notification with the rejection reason and instructions on what steps they can take to rectify the issue. For example, the donor might need to verify a different email with DAFpay before the Donor Account can be verified. Grant Requests - Can a donor submit a grant request above the donor’s balance? Each Donor Account can have a optional limit, which will restrict the donor from submitting requests above the limit. DAFpay also ensures that the donor doesn’t submit grant requests below the DAF’s minimum. - How do I mark a Grant Request as submitted or rejected? A Grant Request can be marked as submitted, which means that the grant request is in the grantmaker’s external system, either via the Grant Request API or the Chariot Dashboard. - What happens if the Grant Request is rejected? The DAFpay user will receieve a notification with the rejection reason and instructions on what steps they can take to rectify the issue. API Shapes: Create, List, Get, Update: Donor Account (fill in mock fields for now) List, Get, Update: Grant Requests (fill in mock fields for now) USE the `fern` terminal command to make sure the docs build
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🌿 Preview your docs: https://chariot-preview-aae3499b-75e7-4b6b-a6be-f50dc0a26969.docs.buildwithfern.com |
…or Account (only approve/reject requests)
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🌿 Preview your docs: https://chariot-preview-2445d077-80b8-4db6-a0ec-002541b03bc2.docs.buildwithfern.com |
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🌿 Preview your docs: https://chariot-preview-04ed5b06-78b9-4029-b363-8cae5d729e50.docs.buildwithfern.com |
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🌿 Preview your docs: https://chariot-preview-6f41eae3-19de-4dad-9802-8a3449ab3827.docs.buildwithfern.com |
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🌿 Preview your docs: https://chariot-preview-aff88e9c-82ce-48ee-b75b-1ef518e66c40.docs.buildwithfern.com |
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🌿 Preview your docs: https://chariot-preview-9999f8bf-d694-4943-b06b-a67d96edf466.docs.buildwithfern.com |
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🌿 Preview your docs: https://chariot-preview-cbd68cc8-4219-47d9-84c1-b9ba718ed8ad.docs.buildwithfern.com |
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🌿 Preview your docs: https://chariot-preview-dc6c1829-7ae1-468c-864c-8b228dc61db7.docs.buildwithfern.com |
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🌿 Preview your docs: https://chariot-preview-ff3ea230-23d3-434e-aab4-fbad889be351.docs.buildwithfern.com |
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🌿 Preview your docs: https://chariot-preview-478369cf-d1fc-4c63-88c0-94ccb24976a2.docs.buildwithfern.com |
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prompt:
I am looking to add a new section to the guide and a new section to the API reference. Feel free to clean up the language and add helpful diagrams. Guide: “Donor Accounts”
Create, List, Get, Update: Donor Account (fill in mock fields for now) List, Get, Update: Grant Requests (fill in mock fields for now) USE the
fernterminal command to make sure the docs build