How to Grant Finance Access in SteepleMate:

Navigate to Finance Settings:

1. From the left navigation, go to Administration.
   
   
2. Select Organization Settings.
   
   
3. Choose the section labeled Finance / OfferingMate / Merchant Account.
   
   

Locate Finance Administrators Section:

1. At the top left, you’ll see a tile titled Finance Administrators.
   

Grant Finance Access:

1. In this section, you’ll see two boxes:
   
   
1. Left box: List of users without finance access.
   
   
2. Right box: List of users who currently have finance access.
   
   
2. Select the person’s name from the left box and click the “>” button to move them to the right box (granting access).
   
   
3. To remove access, select a name from the right box and click “<”.
   
   
   

Save Changes:

1. After moving the appropriate names, click Save to apply the changes.
   

Important Notes:

A user must already have a system login to be eligible for finance access.

If their name isn’t visible, they need to register for system access by selecting “I need a username and password” on the sign-in page.