Managing The My Well Platform As An Admin
Tips and tricks on using the My Well Admin Portal.
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 Record Cash And Check Gifts In The Admin Portal
- How Do I Delete A Cash Or Check Gift On Behalf Of A Giver?
- 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
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