Admin Help
Learn how to manage your SecureGive Admin Dashboard for your organization
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General Information
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Analytics
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Account
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Users
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Manage Administrators
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Members
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Admin Account Changes
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How To Merge Member Profiles
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Identify the Newest Givers
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Identify the Top Givers
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Identify Updated Member Profiles
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Members: Registered, No Account, and Unclaimed
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View Last Activity of a Member
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View Total Donor Giving Amounts
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View/Edit Member Profile
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Manage Administrators
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Reporting
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All Transactions
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Giving Statements
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Refunding Transactions
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Returned ACH Transactions or Scanned Checks & Chargebacks
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Stocks Reporting
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Add Offline Transactions
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Adjusting Transactions
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Batches
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CardConnect/ProfitStars ACH Processing and Reconciling
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Edit A Donor’s Recurring Transaction
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Filtering Transactions On The All Transactions Page
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Fiserv ACH Processing and Reconciling
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Fortis/EpicPay ACH Processing and Reconciling
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How to pull totals by member (i.e. Top Givers Report)
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How To See the Reason a Transaction Has Failed
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Managing Pledges
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Pause a Recurring Transaction
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Re-linking Transactions
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Recurring Transactions
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Resume a Recurring Transaction
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Sorting Transactions On The All Transactions Page
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Virtual Terminal
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All Transactions
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Categories
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Settings
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Exporting & Integrations
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Exporting SecureGive Transactions
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How To Set Up Apple Pay With SecureGive
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ACS Export Instructions
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Arena Export Instructions
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Breeze Export Instructions
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Church Community Builder Integration Instructions
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Elexio Export Instructions
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Excellerate Export Instructions
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Fellowship One Instructions
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FellowshipOne GO Export Instructions
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Logos Export Instructions
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Ministry Platform Integration Instructions
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Planning Center Integration Instructions
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PowerChurch Export Instructions
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QuickBooks Non-Profit 2014 Export Instructions
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Realm Export Instructions
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Remove Duplicate Transactions in Rock RMS
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Rock RMS Integration Instructions
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Roll Call Export Instructions
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Salesforce Integration Instructions
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SecureGive Checkout Instructions
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Servant Keeper Instructions
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Shelby Export/Import Process
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Shelby Next Export Instructions
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Shepherd's Staff Export Instructions
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TouchPoint Export Instructions
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Zapier Integration
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Exporting SecureGive Transactions
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Kiosk Settings
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iPad Kiosks
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Install or Re-Register The iPad Kiosk App With The ID TECH VP3300 Card Reader
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iPad Kiosk Setup Instructions
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Lilitab H Pro Head Assembly Instructions with ID TECH VP3300 Card Reader
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VP3300 Card Reader Not Connected To Power
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VP3300 Card Reader Not Working
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Battery Is Swollen Inside of Case
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Close The iPad Kiosk App
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Connect Your iPad To Wi-Fi
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iPad Battery Not Charging
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iPad Kiosk Mount Assembly Instructions
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iPad Self Setup Steps
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Kiosk Showing “Access Disabled” Or "Refresh" Message
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Screen Is Turning Off
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Update iPadOS
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Update The SecureGive iPad Kiosk App
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Install or Re-Register The iPad Kiosk App With The ID TECH VP3300 Card Reader
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Olea Stand-Alone Kiosks
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Connect The Ingenico Lane/3600 Card Reader To The Internet
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Stand-Alone Kiosk Setup Instructions
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Install or Re-Register the SecureGive Windows Kiosk App
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Installing TeamViewer
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How To Calibrate Touchscreen
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Kiosk Showing “Access Disabled” Or "Refresh" Message
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Printer Not Printing Receipts
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USB Card Swipe Not Working
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Touchscreen Not Working
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Buying A New Computer For Your Olea Kiosk
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Close The Windows Kiosk App
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Connect The Ingenico Lane/3600 Card Reader To The Internet
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Pioneer Countertop Kiosks
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Connect The Ingenico Lane/3600 Card Reader To Power And To The Internet
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Countertop Kiosk Setup Instructions
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Install Or Re-Register The SecureGive Windows Kiosk App
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S-line Countertop Printer Out of Paper
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Upgrade Your Kiosk From Windows 7 To Windows 11
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How To Calibrate The Touchscreen
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Installing TeamViewer
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Close The Windows Kiosk App
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Kiosk Showing “Access Disabled” Or "Refresh" Message
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Printer Not Working
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Touchscreen Not Working
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Kiosk App Showing “Access Disabled” Message, Paging File error, and/or Javascript Error
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Connect The Ingenico Lane/3600 Card Reader To Power And To The Internet
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Elo Kiosks
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CardConnect PCI Compliance
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Fortis PCI Compliance