Tailor Your Giving Platform Account to Your Organization Type
Objective: This article provides step-by-step instructions on how to customize your giving platform account to match your organization's type and terminology. By following these steps, you can ensure that your platform aligns with your organizational culture and needs.
💡 Why Customize Your Account?
Every church, ministry, and nonprofit organization (NPO) is unique. Customizing your account allows you to tailor the platform to better fit your organization's specific needs and terminology, enhancing user experience and operational efficiency.
Steps to Customize Your Organization Type
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Navigate to General Settings:
- Click the Gear ⚙️ Icon at the top right of your screen.
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Select the Settings card from the tile menu.
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Set Organization Type:
- Locate your Organization Settings on this page.
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Select from Non-Profit or Church. If you select Church, you will also be asked your Typical Weekly Attendance.
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These details help our teams serve you better and dictate the available Role selections when adding Managers to your account.
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These details help our teams serve you better and dictate the available Role selections when adding Managers to your account.
Adjusting Giving Platform Terminology
You can adjust terminology within your giving platform to match the language at your church or organization.
- Navigate to Terminology Settings:
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Adjust terms like Donors, Donations, and Recurring Donations to visually impact the left navigation menu in your Manager Portal.
- Customize Fund Management Terms:
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Goals, Pledges, and Campaigns will impact your Fund Management menu options. [Find out more about Pledges, Goals, and Campaigns here]
Important Note:
These changes are on the administrative side within the Giving Manager portal. [Find out how to customize your Donor (or People or Member 😉) facing forms here]
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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