If givers have trouble managing their payment information themselves, your managers are equipped to help!

Managers with the appropriate permissions can:

  • View giver payment sources*
  • Edit payment profiles on behalf of givers
  • Create new payment profiles on behalf of givers

*Note about Security: Your givers’ payment information is always completely secure. Only the last 4 digits of their existing payment profiles are visible.

View Payment Profile

You can access giver payment profiles from many different places in your manager dashboard, including your Donors Report, Transactions Report, and your Auto-Donations Report. 

Within the giver/gift’s row, click Action, then select Payment Profiles from the dropdown menu. The giver’s Payment Profiles window will appear.

Edit Payment Profile

  1. Access the giver’s Payment Profiles window (see above).
  2. Click on the existing payment profile you’d like to edit.
  3. Click on Edit Card or Edit Bank. Complete the form and save!

Add Payment Profile

  1. Access the giver’s Payment Profiles window (see above).
  2. Click + Add New Payment Profile.
  3. Click on either Add Debit or Credit Card or Add Bank Account. Complete the form and save!
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