How to Grant Finance Access in SteepleMate
How to Grant Finance Access in SteepleMate:
Navigate to Finance Settings:
- From the left navigation, go to Administration.
- Select Organization Settings.
- Choose the section labeled Finance / OfferingMate / Merchant Account.
Locate Finance Administrators Section:
- At the top left, you’ll see a tile titled Finance Administrators.
Grant Finance Access:
- In this section, you’ll see two boxes:
- Left box: List of users without finance access.
- Right box: List of users who currently have finance access.
- Select the person’s name from the left box and click the “>” button to move them to the right box (granting access).
- To remove access, select a name from the right box and click “<”.
Save Changes:
- 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.
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