You will need the Contributions Settings permission to add, copy and delete giving portals.
Multiple permanent giving portals can be created so each one carries its own branding, message, designations, and merchant account. Each portal gets its own URL and embed code, which makes them useful for different campuses, ministries, or special campaigns. There is no limit on the number of giving portals, and each one needs an onboarded merchant account.
Adding a giving portal
From the left-hand navigation, select Contributions > Settings and open the Giving Portals tab.
Click + Add Giving Portal at the top of the list.
The Add New Giving Portal window opens. Fill in the portal name, message, merchant account, designations, and any other configuration the form asks for, then click Save.
The portal belongs to the organization of its merchant account. If your account has more than one organization, every designation on the portal must belong to that same organization.
Tip: If this is your first time setting up giving in One Church Software, follow How do I set up One Church Giving? first. It walks through the merchant account a giving portal points at.
Copying an existing portal
Copying a portal duplicates an existing portal's settings, including its designations and message. Pair the copy with a different merchant account to point deposits at another bank account, which is useful for campus-specific or campaign-specific giving.
From the left-hand navigation, select Contributions > Settings and open the Giving Portals tab.
In the row for the portal to duplicate, click the 3-dots menu on the left of the row and select Copy.
In the pop-up, enter a name for the new portal and choose the merchant account it should use. Click Save.
The new portal is created disabled. To enable it or change any settings, click the portal's name in the list (or open the 3-dots menu and choose Edit), make the updates, and Save.
If your account has more than one organization, the merchant account you choose decides the new portal's organization, and every designation on the portal must belong to that organization.
Deleting a giving portal
Warning: Deleting a portal removes all of its data from the system, and the deletion cannot be undone. If you only need to stop accepting gifts through the portal, disable it instead. Can I temporarily disable the giving portal? explains how.
From the left-hand navigation, select Contributions > Settings and open the Giving Portals tab.
In the row for the portal to be removed, click the 3-dots menu and select Delete.
A confirmation window opens. Type the confirmation text to acknowledge the deletion, then confirm. The portal and its data will be removed.
If your account has more than one organization, each organization has its own default portal. A default portal cannot be deleted while its organization still has another portal, but an organization's last portal can be deleted.
With more than one organization
These rules apply once your account has more than one organization.
Which organization a portal belongs to
A giving portal belongs to its merchant account's organization. You do not choose the organization directly.
A portal cannot switch to a merchant account of another organization.
Every designation on a portal must belong to the portal's organization.
Which portal a donor sees
A signed-in donor gets the first of these that exists:
The portal at their primary campus.
A portal with no campus in their organization.
Their organization's default portal.
The default organization's default portal.
Visitors who are not signed in get the default organization's default portal.
On the public site, portals available to All appear on the Give page only under the default organization.
The Give page works even when the public site is turned off. Under another organization, it only sends visitors away when that organization has no enabled giving portal. How do I set public visibility settings? explains the public site settings.
(Blanks) has been removed from the campus filter on the giving portal list.
Settings each organization keeps
Under Contributions > Settings > Options, each organization sets its own:
Statement logo, message and footer.
Receipt email list and reply-to list.
A default merchant account for each source: Forms, Events, Groups, Positions, Giving Portal, App, Text Giving, Manual and Invoices.
Changing these needs Contributions Settings with access to that organization.
Warning: When the reply-to list is empty, replies go to the organization's email. Alerts to staff about returned payments go only to the reply-to list, so if that list is empty, nobody is alerted.