Follow these steps to add a fund or location for your givers to choose from in the My Well Giving Platform.
Steps To Add A Fund Using The Web Version:
1. Sign in to your My Well account and navigate to the Admin Portal.
2. Select your organization's logo in the top right corner, and then select Funds.
3. Select Add Fund at the top right of your screen.
4. Type the name of your new fund and select whether it is tax deductible or not.
5. Once you have made the necessary edits, select Save Changes.
Steps To Add A Fund Using The Mobile Web Version:
1. Sign in to your My Well account and navigate to the Admin Portal.
2. Tap the menu button in the top right corner, and then tap Funds.
3. Tap Add Fund at the top of your screen.
4. Type the name of your new fund and select whether it is tax deductible or not.
5. Once you have made the necessary edits, tap Save Changes.
Steps To Add A Location Using The Web Version:
1. Sign in to your My Well account and navigate to the Admin Portal.
2. Select your organization's logo in the top right corner, and then select Locations.
3. Select Add Location at the top right of your screen.
4. Type in necessary information about new location.
5. Once you have made the necessary edits, select Save Changes.
Steps To Add A Location Using The Mobile Web Version:
1. Sign in to your My Well account and navigate to the Admin Portal.
2. Tap the menu button in the top right corner, and then tap Locations.
3. Tap Add Location at the top of your screen.
4. Type in necessary information about new location.
5. Once you have made the necessary edits, tap Save Changes.