Money

How to ask someone else to finish your verification

Registration details often sit with a different department - hand it to them directly.

⏱ 2 minutes Needs the Product Administrator role (or higher)

  1. Open Settings → Verification. If your EIN or registration number belongs to your finance office, choose to delegate it.
  2. Enter their name and email. They get an email with a link.
  3. They finish it themselves. The link provisions them their own account with the Finance role, scoped to registration and payment details - not your whole shelter’s records.

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Your shelter can be running this by the end of the day.

Create your account, verify your organization, and start entering animals. No sales call, no quote, no card. The part of Rescuely that runs a shelter is free and stays free.