Edit Managed Account Settings

This article provides steps to Enable and Disable the Managed Account feature. 

Steps to Enable or Disable the Managed Account Feature:

1. Go to Settings.

Note* Whether or not the Managed Account feature is enabled or disabled for an organization can be viewed on the Online Giving Settings Card. 

 2. There are two ways to access a side sheet to enable Managed Accounts; either click on the words Enable under Managed Accounts on the Giving Settings card, or click on the ellipses (3 vertical dots) to see the drop down menu and select Edit Managed Account Settings.

 

3. On the side sheet turn the Toggle on (to the right) to Enable Managed Accounts and turn the Toggle off (to the left) to Disable Managed Accounts.  

A Default Managed Account Email Address for the organization can be added or changed here if necessary.  The default email will be used for all Managed Accounts unless the administrator overrides the email on the account with the donor's personal email at request.

4. Select Save to process.

 

Note* A Managed Account is unable to be deactivated if there are managed gifts in the system.


Check this out for more information on Adding a Managed Account for Online Giving Only or on Settings.
 

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

 

 

 

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