Users will need Contributions Settings permissions.
For temporary giving portals or those to a single designation see How do I embed the giving portal on our website? and use the hosted URL option.
You can easily create new permanent giving portals by copying existing merchant accounts. This allows you to personalize each portal with unique branding, messages, and designations. Consider creating separate portals for different campuses or events, reviewing and adjusting settings for specific purposes.
Note: All contributions across these merchant accounts will be deposited into the same bank account.
To create a new portal, navigate to "Contributions" on the left-hand menu, select "Settings" and go to the "Merchants" tab. Select the arrow beside "Edit" next to the appropriate merchant account and click on "Copy."
Choose the name of the merchant account and select "Copy."
Customize the new portal name, message, header image, email confirmations, and available designations within the "General" and "Notification" tabs within the pop up. Once the details are set, click on "Save."