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Settings & Permissions
Settings & Permissions
Further customize your account & add additional Managers
25 articles in this collection
Written by
Drew Penfield,
Kacie Frazier,
and
Jessica Moore
General Settings
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
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 over a week ago
Cancellation Request Information
Written by
Kacie Frazier
Updated over a week ago
Managers
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
FAQ
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