Objective
This article provides step-by-step instructions on how to add a new manager to your ParishSOFT Giving platform. By following these steps, you’ll be able to assign roles, set permissions, and share login access securely and effectively.
Why Add a Manager
Whether you need help managing event forms, processing refunds, or overseeing donations, adding additional managers allows you to share responsibilities securely—without giving full administrator access to everyone.
Steps to Add a New Manager
- Log in to your ParishSOFT Giving account
- Click the gear icon in the top-right corner to open Settings
- Navigate to the Managers tab
- Click Add Manager
Fill Out Manager Information
- Name and Email Address
Temporary Password (they can change it after setup)
✅ Once you send them the login link, they can click Forgot Password to reset it
- Assign a Role from the dropdown
- Select Permissions based on what you want them to access
Set Permissions Thoughtfully
You can assign:
- All permissions, or select specific ones based on their role
- Form Access is essential if they need to work with Giving Forms or Events
⚠️ If Forms is not selected, they won’t be able to view or manage forms or event registrations
Recommended Settings for Forms Access
When granting access to forms:
✅ Select All, then manually uncheck “Delete”
🔒 Why? Deleted forms and responses are difficult—if not impossible—to recover
- ✅ Check View Responses so they can see registration details
🔁 If they need to issue refunds, be sure Refund is selected
🛑 For volunteers or limited users, we recommend unchecking Refund
Finalize and Share Access
- Click Save once you’ve set all preferences
- Log out of your account
- Copy the URL from the login screen
- Send the new manager the link and tell them to:
- Enter their email address
- Click Forgot Password to set their own password
Common Use Case
Most new managers are added to help with event registrations or form creation. Tailor permissions based on whether they need to view donor data, issue refunds, or just manage event forms.
Have Questions or Need Help?
We’re always happy to assist!
- Contact your Client Relations Manager, or
- Email: managed.giving@ministrybrands.com
Thanks for growing with us, and blessings on your day!
Updated