> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartchange.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Set up your compliance settings

Settings → Compliance holds what your forms and receipts need to show. SmartChange shows what you enter on your forms and receipts. Your organization is responsible for its own filings and rules.

Only an **Organization owner** can change settings.

### Check the Readiness panel

1. Click the **Settings** gear in the top bar, then **Compliance**.
2. Look at the **Readiness** panel on the right. It shows how many required items are done, for example "1 of 1 required complete".

For a 501(c)(3), the required item is the **Legal disclaimer**, which shows on every form and receipt. **Two-factor** is optional, and the panel marks it as worth turning on.

![Settings Compliance with the Readiness panel](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/settings-compliance_1ijdicc.jpg)

### Check your organization type

Under **Classification**, your **Organization type** shows, for example 501(c)(3). Click **Edit** to change it.

### Collect the employer's address

Under **Contributor details**, turn on **Collect the employer's address** to ask for the employer's mailing address alongside employer and occupation on every donation form. Contributors who mark themselves retired are never asked.

### Check your 501(c)(3) registration line

Under **Donation form & receipts**, the **501(c)(3) registration + EIN** line states that your organization is a registered 501(c)(3) and gives your EIN. It shows under every screen of your donation forms and on every receipt.

The line uses your **Legal business name** from **Settings → General**. If you leave that name blank, SmartChange uses your organization name. Make sure it matches your IRS paperwork exactly.

![Settings General with the Legal business name field](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/settings-general_1282idb.jpg)

### Add contribution rules and your privacy policy

1. In **Settings → Compliance**, go to **Donation form & receipts**.
2. Under **Contribution rules**, enter one rule per line.
3. Under **Privacy Policy**, add your privacy policy. It is optional. Use it to tell contributors how you handle their information. If you run a text program, add your opt-out language here.

Contribution rules show under every screen of your donation forms. If you leave them blank, nonprofits show none, because the rules vary by jurisdiction.

![Donation form and receipts with the 501(c)(3) line, Contribution rules, and Privacy Policy](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/settings-compliance-receipts_1ao9yrg.jpg)

### Require two-factor authentication

Under **Security**, turn on **Require two-factor authentication**. Everyone on the organization must then have an authenticator app before they can open the workspace. Each person sets up their authenticator from their own account settings.

Not sure what rules apply to you? Check with your accountant or legal counsel.

Questions? Email us at [support@smartchange.app](mailto:support@smartchange.app).