Objective

This article provides an overview of the Manager Portal, the central hub of your giving platform. Learn where to find every tool and resource available to manage and grow your ministry’s giving experience.

Manager Dashboard Overview

Once your ministry’s account is live, everything your staff needs to manage and update the account is available through the Manager Dashboard.

It provides a bird’s-eye view of your giving activity and powerful administrative tools.

Left-Hand Navigation Menu

Here’s a breakdown of what you’ll find in the left-hand panel:

• Dashboard – View giving insights from the last 30 days, last 12 months, and all time

• Reports

  • Recurring Gifts – Manage and edit recurring donations

  • Transactions – Filter by giving channel or payment method; issue refunds

  • Deposits – See all deposited gift batches

  • Auto Reports – Set up scheduled email reports for staff

  • Deposits – Kiosk – Reports specifically for kiosk giving

• Donors – View and edit profiles, assign envelope numbers, generate statements, and add payment methods

• Fund Management – Add or edit giving funds, goals, and memo fields

• Forms – Build forms for payments, events, and campaigns

• Engagement – Download slides, postcards, and promotional tools for digital giving

Top Banner Tools

At the top of your Manager Dashboard:

• ? Help Icon – Access the Help Desk with product guides and resources (And our powerful Chatbot)

• ⚙️ Gear Icon – Opens advanced admin settings:
  
  

  • • Settings – Account, billing, giving portal, and email template configuration

    • Virtual Terminal – Manually enter a donation for a giver

    • Invoices – View all present and past invoices

    • Managers – Add/edit/delete manager users and assign the primary manager

    • Locations – Add and manage campus-specific settings

    • Giving Portal – Customize your public giving page, header, and Home Tab

    • Data Export – Download reports (Excel/.csv) with options for ChMS compatibility

    • Email Templates – Customize messages sent to new givers

    • Text Giving – Manage your number and confirmation message

    • ChMS Integration – Connect with your Church Management System

    • MinistryOne – Manage your MinistryOne mobile app

Your Account Menu

Click your initials in the upper-right corner to:

• Update your name, contact details, or password

• View Terms of Use

• Logout of the system

Have Questions or Need Help?

If the product isn’t working as expected, our Support Team is available Monday–Friday, 8 AM–5 PM CST.

For product-related questions:

• Click the question mark icon in the product to access tutorials, walkthroughs, and the Help Center.

• Use the Help Center chatbot for 24/7 answers to common questions.

Looking for a personalized walkthrough?

We offer paid services to walk you through your setup or workflows. Reach out to our Sales Team at sales@ministrybrands.com to learn more.

✨ Tip: Many how-to articles and video tutorials are available for free in the Help Center.