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In Causfy there is no password to remember. You sign in with a code sent to your email, with an account you already have, or with a passkey. There is no separate sign-up: the same screen works for signing in and for creating the account.
Sign in or create your account screen with the Cloudflare security check, the email field with the Continue button, the Google, LinkedIn and Facebook buttons, and the Continue with passkey button

The sign-in screen: your email, an account you already have, or your passkey.

First of all, the screen runs an automatic security check to make sure you are a person. It usually clears itself in a second.

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The three ways to sign in

  1. Type your email address and press Continue.
  2. We send you a six-digit code.
  3. Type it on the screen. When you enter the sixth digit it signs you in on its own, without pressing anything else.
The code expires. If it takes a while to arrive, check your spam folder and use Resend code; you have to wait a minute between sends.

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The first time: complete your profile

If it is your first time, after signing in you see the Complete your profile screen. Fill in:
  • First name and Last name.
  • Account type: Personal (an individual account) or Business (for an organization or company; it will also ask for its name).
  • Tick I accept the Terms of Use and I accept the Privacy Policy. Without both you cannot continue.
When you finish you land in your dashboard. More about account types
Your identity in Causfy is your email plus the organization. The same address can belong to two different accounts if you work with two organizations. If you don’t see your causes after signing in, check at the top which account you are in.

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Protect your account

Your causes handle other people’s money and signatures. It is worth spending two minutes on this. Almost everything is in Configuration › Account Settings.
Account Settings page with the Passkeys, Two-Factor Authentication, Communications, Personal Information and Privacy rows, the Danger zone with Delete Account, and the Configuration side menu

Account Settings: this is where you create passkeys, turn on two-factor authentication and manage your data.

Create a passkey

Go to Configuration › Account Settings. In the Passkeys row press Manage and then Add passkey. First we ask you to confirm it’s you, and then your device does the rest with your fingerprint, face or PIN.
Two rows of the account settings: Passkeys with the Manage button and Two-Factor Authentication with the Activate 2FA button

In Account Settings: Passkeys to create one, and Two-Factor Authentication to turn on code verification.

Create one on each device you use often, your computer and your phone.

Turn on two-factor authentication

In Configuration › Account Settings, in the Two-Factor Authentication row, press Activate 2FA. Scan the QR code with your authentication app and type the code it shows you.Keep that app somewhere safe: it is what we will ask you for when you do something sensitive.

Review your access

In Configuration › Authorized Devices you see the browsers and passkeys you sign in with, and in Connection Log, where your account has been accessed from. If something doesn’t add up, change your passkeys and tell support.Devices and access
With a passkey or two-factor authentication turned on, we will ask for them again before sensitive actions, such as changing where a cause’s money goes. If you have both, both are asked for, one after the other. It is a few seconds of hassle that saves you a lot of grief.

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If you get locked out