An essential component to successfully implementing your giving platform is by getting your teammates onboard! Make sure you’ve recruited people to help update your church’s website, prepare for launch, announce these new giving tools to your congregation, and to handle reporting.
One way to involve your teammates is by adding them as managers to your giving platform. Read more: Adding Managers.
Not every manager should have access to all of your manager dashboard. That’s why we created permissions, which limit manager access to specific aspects of your account.
How to Change Manager Permissions
- Navigate to your manager dashboard, click on the Gear ⚙️ Icon and choose the Managers card.
- Locate the manager whose permissions need to be edited. Click on the Action button in their row, then choose Update from the dropdown menu. This pulls up the Update Manager window. *If you’re wondering how to adjust permissions for a new manager, read more in Adding Managers.
- Adjust their permissions. To grant access to a permission, check the associated box. ☑️ To deny access to a permission, uncheck the associated box.
**See general settings and form specific settings below**
- Click Save when you’re done!
Set overall settings for each Manager
Form Specific Permissions
Set permissions based on Form categories and actions per form
If you need assistance knowing exactly who on your team should have which permissions, schedule a call with a Success Coach.