Objective: This article provides step-by-step instructions on how to add new managers to your account. By following these steps, you can ensure that your team members have the appropriate access and permissions to manage your organization's giving platform effectively.
💡 Why Add Managers?
You can add as many managers to your account as you’d like! This allows different team members to manage various aspects of your giving platform, ensuring smooth operations and effective oversight.
Steps to Add a New Manager
- Navigate to Manager Dashboard:
- Log in to your manager dashboard.
- Click on the Gear ⚙️ Icon and choose the Managers card.
- Create a New Manager:
- Click + Add Manager to create a new manager. This will pull up the Add Manager form.
- Input Manager Details:
- Enter the new manager’s Name, Email, Main Phone, and a temporary Password. This temporary password should only be used to create the account. The new manager will need to click Forgot Password the first time they login to access their account.
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Select the new manager's Role. Roles will not appear until you have selected an Organization Type in your General Settings.
- Set Permissions:
- Select the new manager’s Permissions. [Read more about Permissions]
- Save Manager Details:
- Click Save!
- Notify the New Manager:
- Provide login instructions to the new manager.
- Sample email instructions: "You've been added to our Giving Manager Portal. Go to this login URL ________, enter your email address, and click forgot password to set your password."
Important Reminders:
- It’s important to set Permissions for your managers so they can only access the appropriate information for their position.
- You can always delete managers.
- Managers who are no longer at your organization or no longer need access should be deleted promptly to keep your account secure.
- If the primary account owner/manager is changing or needs to be deleted, please reach out to your Ministry Brands account manager so that our primary contact for your account can also be updated.
Have Questions or Need Help?
If something isn’t working right, we’re here for you!
- Technical Support: If your product isn’t working as expected, our Support Team is available Monday–Friday, 8 AM–5 PM CST.
- Product Help: For tutorials and step-by-step instructions, visit the Help Center or click the question mark icon in the product to access help articles related to what you’re viewing.
- 24/7 Chatbot Support: Our Help Center chatbot can answer common questions any time—day or night.
- Personalized Support: Want guided help? Personalized walkthroughs are available through our paid services. Contact the Sales Team at sales@ministrybrands.com to learn more.
💡 Pro Tip: Many answers can be found for free in our Help Center—no need to wait!
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