About Managed Accounts

This article provides information about Managed Accounts.

Managed Accounts are used when a Donor would like the church to manage the account and possibly any correspondence from the system for Online Giving. It is identical to a public account except there are no credentials required.

Here are some basic rules about Managed Accounts:

  • Enable the Managed Account feature first at the organization Settings level for the Add Managed Accounts button to be visible on the Accounts page to be able to Add a Managed Account.
  • It is a requirement to set up a Managed Gift and a Payment Method at the time the Managed Account is added.
  • A Managed Gift is only able to be edited on the staff side, not on the donor’s side. The donor can see the managed gift but cannot edit it.
  • An Administrator can Add a Managed Gift or add a new Payment Method any time after the initial Managed Account is set up.
  • An administrator can Set Pledge Options for a Managed Account.
  • An administrator can convert a managed gift to a self-managed gift a donor can manage.
  • Managed Accounts have a Default Email. The Default Email receives communication for the donor to be managed; this includes information like an expired Payment Method. A Default Email can be changed to a personal email if desired, but not one already in use for a Managed Account because that causes a duplicate account.
  • Once the Managed Account is added, the change can be viewed on the AccountDetail page and also under Recent Activity.
  • A Managed Account can be removed but, a Managed Account is not able to be deactivated if there are managed gifts in the system.
    Check this out for more information on enabling or disabling a Managed Account, or more links to information about Managed Accounts.
    Note* New payment methods can be added to any account, not just Managed Accounts, if the Managed Account feature is Enabled.

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