Along with setting eligibility criteria on recipient organizations and what may be requested in a specific transaction, permissions allow the ability to set restrictions on who may create the request. To access Permissions, enter the program / profile vertical setup menu. Scroll down to Permissions and select “General Permissions”. Creator permissions include:
Eligibility criteria for the profile / program are selected in the setup menu under Eligibility Criteria. The available selections include: * Requests that do not comply with the set criteria for the program will be auto-declined by the system or blocked from submitting. For example, if a geographic restriction is set and the recipient organization …
In the Eligibility Criteria settings (see next section), there is an option to restrict eligible organizations to validated nonprofits (e.g. 501(c)(3) for US organizations). To restrict eligible recipients further, select “Causes” in the setup menu. You will reach the view below. GivingTrax uses the National Taxonomy of Exempt Entities (NTEE) classification system To restrict organizations …
GivingTrax workflow sets the step-by-step process and available transaction status indicators that will apply to the program being managed. The default workflow steps are: Steps may be inserted into the workflow process by selecting the desired item. Selections are available to insert the following items into the workflow by ticking the respective box in the …
Program criteria are selected using the profile / program vertical setup menu selections. Starting at the top, this menu provides the ability to enter basic information including address and contact info, applicable workflow, program criteria and eligibility, permissions and settings. Menu items to create & modify programs include:
GivingTrax pages include a default color scheme. To customize the Page color scheme and related applicant experience, access Settings in the lower part of the vertical setup menu. Color scheme settings allow you to create a GivingTrax page and applicant experience that matches your company website and branding criteria. Page color scheme settings override default …
Page Permissions Page Permissions is located under Permissions in the vertical setup menu. Page Permissions control the dynamic content blocks available to publish to your page and allow you to control how dynamic content is displayed. The screenshot below provides an example of the available permissions. These may include items that are not applicable to …
To access the Page Builder, start from the main menu and navigate to the setup menu for the desired program / profile. In the vertical setup menu, scroll down to the menu section to Create GivingTrax pages. Select to access the page for this particular profile / program. Page Content Builder: The page builder uses …
In most cases, your page(s) will be created by GivingTrax during initial setup. Pages include a combination of static content that is entered using a page content editor and dynamic content that updates as activity takes place in the system. Dynamic content is organized by type and displayed in a respective content area on the …
To access the status of budgets and identify any transactions not assigned to budgets, select Reports in the main menu, then select Budgets in the dropdown menu. TIP: To add a new budget for next year, edit your program / profile to access the set-up menu. Then in the vertical sub-menu, select “Budget”. Like other …
