Getting Started with Managed Accounts
This article provides links to information about Managed Accounts.
Add Managed Account for Online Giving
Update a Managed Gift for a Managed Account
Add a Managed Account Payment Method
Turn a Donor’s Managed Account Gift Reminder Off or On
Update a Donor’s Managed Account Name, Phone Number, or Email Address
Update a Donor’s Managed Account Address
Enable or Disable the Managed Account Feature
Create a New Donor Provided Default Email When Adding a Managed Account
Add or Change a Managed Account Default Email Address for the Organization
Convert a Managed Account to a Self Managed Account
Resend the Invitation to Self Manage an Account
Cancel an Invitation to Self Manage an Account
How the Donor Receives and Accepts an Invitation to Self Manage the Account