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Managing The My Well Platform As An Admin

Managing The My Well Platform As An Admin

Tips and tricks on using the My Well Admin Portal.

Admin Portal

How Do I Delete A Cash Or Check Gift On Behalf Of A Giver?

How To Record Cash And Check Gifts In The Admin Portal

How To Create An Account On Behalf Of A Giver

How To Edit A Giver's Account Details

How To Add Or Delete A Payment Method For A Giver's Account

How To Give On Behalf Of A Giver

How To Refund And Void Gifts In The Admin Portal.

How To Add A Memo To Manually Added Gifts

How To Filter Gifts, Schedules, And Payouts In Your Admin Portal

How To Add Funds And Locations The Admin Portal

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Settings and Tools

How To Turn On The Cover The Costs Feature

How To Send Out Year-End Giving Statements

How To Manage Your Team In The Admin Portal

How To Use The Giver Import Tool

How To Enable And Track Memos

How To Arrange Funds And Locations In The Admin Portal

How To Enable Giver Access To Giving Statements

How To Set Up Notifications In The My Well Admin Portal

How To Enable Multi-Fund Giving

How to Archive Funds

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Rock RMS Sync

How Does The Rock Integration Work?

How To Add My Well Links To Your Rock Instance

Planning Center Online Sync

How Does The Planning Center Integration Work?

Why Didn't My Batch Sync To Planning Center?

How Do I Resync My Batch Or Gift To Planning Center?