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.
Related Articles
How to Manually Grant System Access
In SteepleMate, you can manually grant system access to individuals, allowing them to log in and interact with the platform. This guide will show you how to create a login for users and provide them with the appropriate access. Step 1: Access People ...SteepleMate Access Levels
Understanding the different access levels within SteepleMate helps ensure that everyone has the right tools and permissions to perform their role effectively. This guide outlines the capabilities tied to each access level, from the most basic user ...How to Access and Manage People Passwords in SteepleMate
Users in SteepleMate can change their passwords in two ways: through the person management screen or by using the "Forgot Password" feature on the sign-in screen. This guide explains both methods to help users update their passwords securely and ...Information Entry and Group Access Settings in SteepleMate
SteepleMate's Information Entry and Visibility Defaults section gives you complete control over who can view and manage your church's directory, set default information, and customize group leader access. You can also adjust the look and feel of the ...How to Access and Manage Tuition Accounts in SteepleMate
In SteepleMate, you can easily view and manage tuition payments made through various platforms, including text-based giving, the mobile app, and the web app. This guide will walk you through how to access, manage, and create tuition accounts, ...