Maximizing Church Administration with the Users & Donors Feature

The Users & Donors feature within the Online Giving control panel is a critical tool for church administrators. If your church uses Online Giving, this feature is key to managing donor profiles and assigning administrative permissions—all in one place.

Why Is This Feature Important?

The Users & Donors section helps you efficiently manage donor information and user roles. While there are dedicated tools within the control panel for handling transactions, recurring donations, and payments, the Users & Donors feature focuses on:

• Maintaining accurate donor profiles
• Updating contact details
• Promoting members to administrative roles

By centralizing these tasks, it makes day-to-day administration much more streamlined.

Simplifying Profile Management

At its core, the Users & Donors feature is about simplifying profile management. Every user in your system is also a donor, which means you can:

• Track giving history
• Update contact information
• Merge duplicate accounts when needed

It’s all about ensuring you have the right data in the right place, without needing to switch between systems.

Overview of Users: New, Active, and Inactive

A key element of the Users & Donors feature is its ability to display New Users, Active Users, and Inactive Users. This provides a quick overview of where everyone stands—helping you engage effectively with active users while keeping an eye on those who might need a re-engagement effort.

Customizable Permissions for Admins

One of the most useful aspects of the feature is the ability to customize permissions. Online Giving makes it super flexible for church admins. You can easily adjust what certain people can see and do. For example:

• Some admins can view donation dashboards
• Others can manage text marketing or handle mobile app tasks

This customizable access ensures that the right people are doing the right jobs without compromising sensitive data.

Managing Donor Profiles

The profile management capabilities within OnlineGiving.org really stand out. Church admins can handle everything from:

• Profile updates
• Donations and payments
• Recurring donations and crypto giving
• Form submissions and giving history

Admins can also add personal notes to each profile and access user audit logs to keep track of all activities. Promoting someone to an admin role is simple: just edit their profile and assign the relevant permissions.

Reporting and Insights

The reports available through the Users & Donors feature provide deep insights into your church’s giving patterns and activity. For example:

• Donor Reports show which donors contributed during a specific period, along with the number of transactions and total contributions.
• User Payment Reports break down payments over time, including the total number of transactions and payment amounts.
• User Transaction Reports offer a detailed overview of all transactions made by users within a given timeframe.

These reports are essential for understanding engagement and ensuring financial transparency within your church.

Powerful Filtering Options

The filtering system is one of the most powerful tools in the Users & Donors feature. You can filter for:

• Duplicate accounts to clean up your database
• Administrator accounts to see who has access to specific areas of the control panel
• Donors with or without recurring donations to target engagement efforts

You can also filter by donor engagement, such as tracking first-time donors or donors who haven’t made a transaction in a while. Filters like these allow you to take targeted actions based on donor behavior.

Users & Donors Guide

The Users & Donors feature in the Online Giving control panel is designed to help church administrators search, view, and manage donor/user profiles efficiently. From this section, administrators can manage a variety of account details, including contact information, ChMS identifiers, administrative privileges, and more. Importantly, all users in Online Giving are also donors, and each account is tied to a unique email address. This system simplifies account management, making it easy to promote existing donors to administrators with just a few updates.

In this guide, we'll walk you through the key functionalities of the Users & Donors section, explaining how to search, manage, and update donor profiles, assign administrative roles, and much more.

The Users & Donors section is a game-changer for church admin teams. Whether you're:

• Assigning roles
• Updating donor info
• Merging accounts
• Generating reports
• Applying filters to streamline your workflow

This feature helps keep everything organized and running smoothly.

Key Takeaways

• Unified User/Donor Management: All users are donors, and church administrators can manage donor profiles and permissions in one place.
• Flexible Permissions: Administrators can easily assign roles and permissions to limit or expand access to the control panel.
• Streamlined Donor Experience: Donors can sign in using Google, Facebook, or email/password, and accounts with matching emails are automatically merged.

Table of Contents

• Users & Donors Overview
• Users & Donors User Guide
  • How to View Users & Donors
  • How to Search Users & Donors
  • How to Access Additional Filters
  • How to Filter Administrator Accounts
  • How to Export Users as Spreadsheet
  • How to Create a New User/Donor Account
• Managing User/Donor Information
  • How to Manage User/Donor Payment Methods
  • How to Edit User/Donor Profile
  • How to Merge Two User/Donor Accounts
• Administrator Controls
  • How to Update User/Donor as Administrator
  • How to Create a New Administrator
• Updating Donor Information
  • How to Update User/Donor Email Address
  • How to Update Donor Preferred Campus
  • How to Opt-out Donor from Email Communications
  • How to Update Donor Mailing Address
  • How to Delete User/Donor
• FAQ

Users & Donors Overview

The Users & Donors section of the control panel allows church administrators to effectively manage donor and user profiles. This includes everything from assigning administrative roles to updating contact information and restricting access to specific sections of the control panel.

Key features include:

• Seamless Account Integration: All users are also donors, with each account linked to a unique email address.
• Flexible Permissions: Administrators can assign roles and permissions to restrict or grant access to features such as donations, text marketing, and more.
• Multiple Sign-In Methods: Donors can sign in using Google, Facebook, or email/password, and the system will automatically merge accounts with matching emails. This streamlines the donor experience and makes it easy for them to sign in and make donations.

Users & Donors User Guide

How to View Users & Donors

1. Login to the control panel.
2. Click on "Users & Donors" from the left navigation menu.

How to Search Users & Donors

1. Login to the control panel.
2. Click on "Users & Donors" from the left navigation menu.
3. Click the search icon on the top left of the page to display search filters.
4. You can search by entering the following criteria:
   • First Name
   • Last Name
   • Email
   • Fellowship One ID
   • Ministry Platform User ID
   • Rock RMS Person ID
   • Breeze ChMS ID
   • CCB ID
   • PCO ID
   • Envelope ID
5. Enter the relevant details and press Enter.

How to Access Additional Filters

1. Login to the control panel.
2. Click on "Users & Donors" from the left navigation menu.
3. Click the "Additional Filters" button at the top right of the page.
4. Select the desired filter from the drop-down menu.

How to Filter Administrator Accounts

1. Follow the steps above to access additional filters.
2. Select "Administrator Accounts" from the drop-down menu.

How to Export Users as Spreadsheet

1. Login to the control panel.
2. Click on "Users & Donors" from the left navigation menu.
3. If needed, apply search filters to narrow down the results.
4. Click the "Export Results" button on the bottom left of the search results table.
5. A spreadsheet will be downloaded automatically.

How to Create a New User/Donor Account

1. Login to the control panel.
2. Click on "Users & Donors" from the left navigation menu.
3. Click the "Create New User" button at the top right of the page.
4. Fill out the necessary information in the New User form.
5. Click "Save" to commit the changes.

Managing User/Donor Information

How to Manage User/Donor Payment Methods

1. Login to the control panel.
2. Click on "Users & Donors" from the left navigation menu.
3. Filter the search results if necessary to find the desired donor.
4. Click the gear icon next to the donor's row.
5. Select "View Payment Methods" from the dropdown menu.

How to Edit User/Donor Profile

1. Login to the control panel.
2. Click on "Users & Donors" from the left navigation menu.
3. Filter search results as needed to locate the donor.
4. Click the gear icon next to the donor’s row.
5. Select "Edit Profile".
6. Make any necessary changes to the user’s profile.
7. Click "Save" to commit the changes.

How to Merge Two User/Donor Accounts

Church administrators may merge two user/donor accounts to remove duplicates. It’s important to consider:

• Last Login Values: Ensure that the email with the most recent login is kept.
• Multiple Accounts: Donors may have multiple accounts with different emails (e.g., personal and business accounts). Only merge accounts where it makes sense, such as when a typo occurred during registration.

For example, if a donor registers with a typo in their email and later corrects it, merging the two accounts ensures that all donation history is consolidated under one correct profile.

Important Notes:

• After merging, donation history is combined, and the Users & Donors totals may take a few minutes to update as they are cached in the background.
• Currently, only two accounts can be merged at a time. For more than two, repeat the process until one record remains.

Steps to Merge Two Accounts:

1. Login to the control panel.
2. Click on "Users & Donors" from the left navigation menu.
3. Use search filters to locate both the source and duplicate donor accounts.
4. Check the box beside both accounts.
5. Click the "Merge Users" button at the top right of the page.
6. Complete the merge form by selecting which data to keep.
7. Click "Merge Users" to confirm the changes.

Repeat steps 3-7 for additional merges as needed.

Administrator Controls

How to Update User/Donor as Administrator

Church administrators can easily promote any user to an administrator by assigning them the appropriate roles and permissions. This grants access to specific sections of the control panel.

Steps to Update User/Donor as Administrator:

1. Login to the control panel.
2. Use search filters to find the user/donor.
3. Click the gear icon next to the user's row.
4. Select "Edit Profile".
5. Under "User Role & Password", choose "Administrator" from the dropdown menu.
6. Select the appropriate permissions:
   • View Donation Dashboard: Grants access to view the donation dashboard and church metrics.
   • Donation Administrator: Allows the user to manage donations within the control panel.
   • Native Mobile Application Administrator: Grants access to manage the church's native mobile app.
   • Text Message Marketing Administrator: Allows the user to manage text marketing campaigns.
   • Custom Form Administrator: Allows the user to create and manage custom forms.
7. Click "Save" to commit the changes.

How to Create a New Administrator

Steps to Create a New Administrator:

1. Login to the control panel.
2. Click "Users & Donors" from the left navigation menu.
3. Click the "Create New User" button at the top left of the page.
4. Enter the new user's first name, last name, and email address.
5. Under "User Role & Password", choose "Administrator" from the dropdown menu.
6. Assign relevant permissions:
   • View Donation Dashboard
   • Donation Administrator
   • Native Mobile Application Administrator
   • Text Message Marketing Administrator
   • Custom Form Administrator
7. Set and confirm the new administrator’s password.
8. Click "Save" to create the new administrator account.

Updating Donor Information

How to Update User/Donor Email Address

1. Login to the control panel.
2. Search for the donor.
3. Click the gear icon next to the donor's name.
4. Select "Edit Profile".
5. Update the email address.
6. Click "Save" to commit the changes.

How to Update Donor Preferred Campus

1. Login to the control panel.
2. Search for the donor.
3. Click the gear icon next to the donor's name.
4. Select "Edit Profile".
5. Choose the preferred campus from the dropdown menu.
6. Click "Save" to commit the changes.

How to Opt-out Donor from Email Communications

1. Login to the control panel.
2. Search for the donor.
3. Click the gear icon next to the donor’s name.
4. Select "Edit Profile".
5. Choose "Do not send email messages" from the dropdown menu.
6. Click "Save" to opt-out the donor.

How to Update Donor Mailing Address

1. Login to the control panel.
2. Search for the donor.
3. Click the gear icon next to the donor's name.
4. Select "Edit Profile".
5. Update the mailing address.
6. Click "Save".

How to Delete User/Donor

1. Login to the control panel.
2. Search for the donor.
3. Click the gear icon next to the donor's name.
4. Select "Delete" from the dropdown menu to safely delete the donor.

FAQ

1. Can a donor have multiple accounts?
Yes, donors can have multiple accounts tied to different email addresses, such as one for personal and one for business donations.

2. What happens if a donor uses guest giving?
The system will automatically create a donor account based on the provided email, allowing the donor to access their history later.

3. Can I recover donation history after merging accounts?
Yes, all donation history is combined when accounts are merged.

4. Why should we avoid guest giving?
Guest giving does not store payment information, requiring donors to re-enter details for each donation. Sign-in giving is preferred as it promotes repeat and recurring giving, making the process easier for donors.

5. How can a donor reset their password?
Donors can reset their password by using the "Forgot Password" option on the login page, provided their email address is registered in the system.