Customize your giving platform account to match your organization's type and terminology. This ensures your platform aligns with your unique ministry needs and enhances your team's experience.
Why Customize Your Account?
Every ministry 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 Organization Settings on this page.
- Select from Non-Profit or Church. If you select Church, you will also be asked for your typical weekly attendance.
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These details help our teams serve you better and determine 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 ministry or organization.
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Adjust Donor and Donation Terms:
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Customize terms like Donors, Donations, and Recurring Donations to match your ministry's language. These changes visually impact the left navigation menu in your Manager Portal.
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Customize Fund Management Terms:
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Adjust Goals, Pledges, and Campaigns to impact your Fund Management menu options. Learn more about Pledges, Goals, and Campaigns.
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Note: These changes apply to the administrative side within the Giving Manager portal. Learn how to customize your donor-facing forms.
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