WHERE DO I LOGIN TO THE SUBSPLASH GIVING DASHBOARD?
To access the Subsplash Giving Dashboard, visit secure.subsplash.com. We are actively working on adding the ability for you to view all of your giving data within the App Dashboard within the next few months. The Giving Dashboard will only be available to those with permissions on their account to access it, as the information is sensitive.
WHY CAN’T I LOGIN TO THE SUBSPLASH GIVING DASHBOARD?
The individual that signed up for Subsplash Giving is the admin of the account by default. If you have forgotten your password visit secure.subsplash.com. To add additional users, please have the individual who initially signed up email us at email@example.com the full name and email of the person you would like to add an account for.
WILL I BE ABLE TO ACCESS THE SUBSPLASH GIVING DASHBOARD WITHOUT LOGGING INTO THE APP DASHBOARD?
The Subsplash Giving Dashboard is accessible through a separate login, or from inside of the app dashboard. You have absolute control over who can access giving data from either place. You can configure granular user permissions affording each user access to only the amount of data they need.
MANAGING GIVING DASHBOARD USERS
Giving Dashboard Users management is available in the Giving Dashboard > Settings > Users.
Only the Account Owner and/or Admins can add users and manage roles and permissions.
Please contact firstname.lastname@example.org for assistance with User Management.
HOW DO I ADD USERS TO SUBSPLASH GIVING?
The Account Owner and/or an Admin can add users and manage permissions within the Subsplash Giving Dashboard > Settings > Users.
To add a user:
- Click the green “Invite User” button in the upper right hand corner of the screen.
- Enter the full name and email of the new user and select a role.
- There are multiple system roles to choose from and each role has unique permissions. Review the permissions associated with the role before assigning it to the new user. Permissions are listed in the dashboard and are also included below for your convenience.
- An email invite will be sent to the new user. The invite is valid for one week. Invitees will appear in the Pending Verification list until the invitation is accepted.The Account Owner and/or Admin can resend or revoke the invitation as needed by clicking on the Pending User’s name and choosing the corresponding resend/revoke button.
- The new user will have access to the Giving Dashboard after accepting the invitation and setting a password.
HOW DO I REMOVE USER ACCESS TO SUBSPLASH GIVING?
Only the Account Owner and Admin roles can deactivate users.
Deactivating a user in the Giving Dashboard will immediately remove the user’s access to the Giving Dashboard without notifying the user.
Select the user account by clicking on it.
Click the “Deactivate” button in the upper right hand corner.
Provide a reason for disabling the account. The reason can only be viewed by Account Owner and Admin.
Confirm user deactivation. . This change is effective immediately.
The deactivated user will appear in a “Disabled Users” list under Active Users and any users “Pending Verification.” All inactive users will appear in grey.
CAN I REACTIVATE A DISABLED USER?
The Account Owner and Admin can always reactivate disabled users by selecting the user from the Disabled Users list and clicking the Reactivate button. A pop-up box will appear with the reason the user was deactivated and the name of the Owner/Admin who deactivated the user. Confirm or cancel the reactivation by clicking on the corresponding button. The user will be reinstated immediately but will not receive a confirmation email.
HOW DO I UPDATE A USER’S ROLE?
A user’s role and permissions within the Giving Dashboard can be updated by the Account Owner or Admin.
Select the user by clicking on the user’s account.
Click the “Edit Role” button to review the various role options and related permissions.
Select the correct role and save the change. This change will be effective immediately.
HOW DO I SET UP FUNDS?
Within the Giving Dashboard, click the ‘Funds’ option on the left side bar. In this window you are able to add or edit funds, and drag funds to Published or Unpublished statuses. The fund you place at the top of the list of Published funds will be the default fund when a user begins to donate through your Giving feature.
HOW DO I SET UP CAUSES?
We are actively working on including causes in Subsplash Giving and they will become available within your account soon. Once causes are available, you may add causes to any fund you have already created.
WHAT’S THE DIFFERENCE BETWEEN A FUND AND CAUSE?
You can create causes as a subset for any of your funds. For example you may have a Missions fund that includes a cause for your upcoming trip to Tijuana, and also a cause to sponsor missionaries in Africa.