Objective
This article explains how to create, remove, and manage permissions for users in your Giving Manager Portal. Each user should have a unique login, and permissions can be customized based on their role.
Why Manager Access Matters
The Manager Portal offers more than donation tracking.
It supports communication, forms, events, and reporting—making it helpful to invite trusted team members like Communications or Event Staff.
👉 For security and accountability, each team member should have their own login with appropriate permissions.
Accessing the Managers Page
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Go to your Manager Dashboard
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Click the gear icon (⚙️) in the top right
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Select the Managers card
Manager Functions
From the Managers Page, you can:
Add a New Manager
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Click Add Manager
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Enter the person’s name and email
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Assign permissions (e.g., Reports, People, Forms, etc.)
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Click Invite—they will receive an email to create their account
Delete a Manager
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Locate the manager in the list
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Click the trash icon or select Remove
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Confirm the deletion
Change Permission Settings
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Select the manager’s name
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Click Edit
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Adjust their access based on their responsibilities
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Click Save
Set or Change the Primary Manager
The Primary Manager is the main account holder with full administrative privileges.
If you need to update who holds this role, contact Support for assistance.
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:
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Click the question mark icon in the product to access tutorials, walkthroughs, and the Help Center.
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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.
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