Creating a new Administrator within ParishSoft Giving

Follow along with Erin as she goes through how to add a new administrator (manager) within ParishSoft Giving.

Things you will need:

• Admin's Name
• Email Address
• Password (they will be able to change it later)
• What type of access they should have

Once you log in to the system, please click on the gear in the upper right hand corner, this will take you to the settings tab. Click Managers and then 'Add Manager'.

Under General Information, you will need to add their name, email address and create a password for them. You will also need to select a role.

Under the Permissions section you can make the decision as to what permissions they should have:

**NOTE: if they do not have 'Forms' selected, they will not be able to see the Giving form (where all the parish gift options are) or any event forms that are created.

The Forms section is where you can determine what type of form they have access to create and edit as well as have an access to refund any money should the ask arise.

**NOTE: we STRONGLY suggest that the 'Delete' option NOT be selected for any form. When a form is deleted there is little to no way to retrieve it.

Once you have the permissions set the way you want them, click the blue save button and the new person is all set! You will need to give them the link to the platform and then they can click 'forgot password' to set up their own.

Has someone left or do they need an update? You can do both functions as well. Once they are saved, go back to the Managers and across from their name, click the three dots. It will give you the option to either Update, or Delete them:

If you have any questions, please do not hesitate to reach out to your Client Relations Manager or email managed.giving@ministrybrands.com