Admin Permissions for Online Giving with Flocknote

Which admins get permissions when online giving is enabled?

To give you context, notes with payments are emails that allow for sending a Smart Button (that is connected to a fund and can prompt fundraising, payments, etc.) OR a text message that has Reply-to-Give enabled. You can enable anyone who already has note-sending privileges (Super Admins, Group Admins, or Note Senders) to be able to send notes with payments.

By default, when you enable Online Giving, all Super Admins will be given all 3 of these additional permissions

1. Input giving data for households

2. View all giving data for the network

3. Send notes with payments

These permissions can be removed on an admin-by-admin basis if needed. Moving forward, if any member is made a Super Admin, they will be automatically given these Online Giving permissions. (The same exception from above applies: if the member happens to be made a Super Admin by a current Super Admin who has had one of these privileges removed, they will not receive that privilege by default, but it could be added manually by a Super Admin who does have that privilege.)

By default, when you enable online giving, all current and future Group Admins will be given the ability to send notes with payments; these can be manually removed on an individual basis by a Super Admin with these note-sending permissions if needed. Additionally, the added permissions for viewing & inputting giving data can be manually added if needed as well.

By default, when you enable online giving, Note Senders will not be given any additional permissions. They will not automatically be given the ability to send notes with payments when you enable online giving, so these can be added on an individual basis by a Super Admin with online giving note-sending privileges.

If Reply-to-Give is enabled for a note, Super Admins and Group Admins with these note permissions will be able to see all the donations given for notes within groups they manage (that's all groups for Super Admins).

Which admins can give/remove Payment note permissions?

Only Super Admins who can already send notes with payments can give or remove those permissions from others. 

What emails does the Admin contact for Online Giving receive? How do I find/change the Admin Contact for Online Giving?

Here are the lists of different types of emails that the Admin Contact for Online Giving can/will receive:

1. A carbon copy of payment receipts (only if the payer receives a receipt via email, not when the payer receives an sms receipt or no receipt)

2. A Giving question from a member if submitted through the Contact Us button

3. Clawback notifications

4. This email is included as the "reply to" address on declined payment notifications

5. Notification that a refund was initiated on a payment

6. Notification that a refund completed

7. This email is included as the "reply to" address on paused recurring gift notifications

8. This email is included in the body of recurring gift ACH reminders

To change this email, select the settings cogwheel at the bottom left-hand of your page:

Once selected, a menu will appear where you can adjust all of the Contact Settings on the network.

You can add or update the email for the Admin Contact for Online Giving at the bottom of that menu:

If you run into any questions, reach out to us at help@flocknote.com