Settings & Permissions

Overview of General Settings

Billing Settings, Organizational Settings, Primary Giving Portal, and 45 Minute Reminder

Written by Jessica Moore
Updated over a week ago

Net vs. Gross Deposits

Which deposit method is best for our organization?

Written by Drew Penfield
Updated over a week ago

9 dot Menu

Stay connected to your integrated tech stack with one click

Written by Kacie Frazier
Updated over a week ago

Accepted Payment Types

Want to disable credit card giving? Only accept the types of payment (ACH, credit, debit) that work for your organization!

Written by Drew Penfield
Updated over a week ago

Help New Givers Complete a First Gift

Enable a reminder message to help new givers complete their first gift

Written by Kacie Frazier
Updated over a week ago

Account Services Overview

How to view and update your organization's contact, legal, and payment information.

Written by Drew Penfield
Updated over a week ago

Updating Organization Bank Account Information

How do we have our gifts deposited somewhere else?

Written by Drew Penfield
Updated over a week ago

Add Additional Depository Account (Bank Account)

Want to deposit funds in several bank accounts? Add additional depository accounts.

Written by Drew Penfield
Updated this week

Cancellation Request Information

Written by Kacie Frazier
Updated over a week ago

Managers Overview

How to create and delete managers, change permission settings, and select primary manager.

Written by Drew Penfield
Updated over a week ago

Adding Managers

How to add additional teammates to help manage your account.

Written by Drew Penfield
Updated over a week ago

Manager Permissions

Control manager access to your organization's giving data and account settings.

Written by Drew Penfield
Updated over a week ago

Change or Reset Manager Password

Here’s what to do if you forgot your password or just want a new one!

Written by Drew Penfield
Updated over a week ago

Change Primary Manager

How to change your organization's primary manager

Written by Drew Penfield
Updated over a week ago

Removing Managers

How to delete a manager from your organization's account.

Written by Drew Penfield
Updated over a week ago

Does my giving platform support International Giving?

We don't live in the USA. Can our organization sign up for online giving?

Written by Drew Penfield
Updated over a week ago

How do we close our organization's account?

Deactivating your giving platform account

Written by Drew Penfield
Updated over a week ago

1099-K Form Overview

What is a 1099-K Form and why did I receive it?

Written by Kacie Frazier
Updated over a week ago

Deposit Time Frames

When are funds sent to our bank account?

Written by Drew Penfield
Updated over a week ago

Does my giving platform integrate with my church management software?

Written by Drew Penfield
Updated over a week ago

Where's our online giving link?

Locate your organization’s online giving URL(s) in your manager dashboard.

Written by Kacie Frazier
Updated over a week ago

Contacting Your Giving Platform Support

Need assistance? Here's how to get in touch

Written by Drew Penfield
Updated over a week ago

Can I use this platform for my non-profit?

Yes! We'd be honored to serve your non-profit organization.

Written by Kacie Frazier
Updated over a week ago

Can my giving platform be customized to match our brand?

Colors, logo, verbiage?

Written by Drew Penfield
Updated over a week ago

Is my giving platform available in other languages?

Spanish, French, German, etc.

Written by Drew Penfield
Updated over a week ago