Configure your General Settings to customize your giving experience and ensure your Support Team can serve you effectively. Access these settings in seconds from your Manager Portal.
Access Your General Settings
To find your General Settings:
- Click the Gear Icon at the top right of your Manager Portal
- Select the Settings card
What You Can Configure
Within General Settings, you can manage the following:
- Update Billing Information
- Set Organizational Settings (such as Organization Type and Terminology)
- Access Account Services
- Set Accepted Payment Types
- Quick Access to Email Templates
- Customize your Giving Portal
- Enable a Giving Reminder — givers will automatically be reminded to complete an unfinished gift or payment after 45 minutes of inactivity
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