Admin Area
Overview
The CSiDonate Admin Area is where you can manage and customize your CSiDonate installation.
Access
Access to the CSiDonate admin area requires:
Logging in to iMIS/RiSE as a staff user
The
CSIDONATE(orIDONATE) access keyword assigned to that user in iMIS. (Refer to Assigning access kewords to users .)
Security
Important Security Note
The Administration area may contain sensitive information. Therefore, it is always recommended to restrict access to the admin site either via iMIS login (recommended) or IP-based restrictions. This includes the test admin site, as well.
If you are unsure if your admin site is secured, please contact CSI and we would be happy to verify the security of your CSiDonate admin area.
Topics
Select an administration area below.
Create and edit donation templates.
Manage global system settings.
Manage content and image files.
Create and manage financial account profiles.
Manage settings for the Giving Dashboard.
View information about the Virtual Event Board feature for on-site conferences and events.
Update virtually any label in CSiDonate.
View donation history and error details.
Review, manage, and re-send any e-mail that originated from CSiDonate.
View database settings and run integrity checks.
View the CSiDonate system overview page and perform administrative actions.
View the system technical log.