Bank account information for an organization can be added and managed in the grantee portal using two different methods.
Organization bank account management is available with the Pro and Enterprise subscriptions.
While internal GivingData users can manage bank accounts from an organization record, grantee portal users can also add or edit bank account information through the grantee portal. This can be done from the Organization Details page in the grantee portal. You can also add bank account fields to a grantee portal intake form.
When a bank account is added or edited through the grantee portal, the primary staff, secondary staff, and followers for each active request for the organization are notified. This is true both for bank accounts added through the Organization Details page and through a grantee portal intake form. Users can manage these notification settings.
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Organization Details Page
A grantee portal user needs the Manage Organization Bank Accounts permission to add or edit bank account information using this method.
A grantee portal user can follow the steps below to add or edit bank account information for their organization. The visible and required fields can be configured for each bank account type. See the Configure Visible and Required Bank Account Fields section for details.
- From the grantee portal dashboard, click Organization Details.
- Click the Bank Accounts tab.
The grantee portal user can then view or update their bank account information as needed.
- Click Add New Bank Account to add a new account.
- Click the pencil icon to edit an existing account.
- Click the trash can icon to delete an existing account.
Once a bank account is verified on the organization record in GivingData, grantee portal users cannot edit the bank account information.
Grantee Portal Intake Form
Bank account collection fields can be added to a grantee portal intake form.
A grantee portal user does not need the Manage Organization Bank Accounts permission in order to submit bank account information through fields on an intake form.
Add Bank Account Fields to a Grantee Portal Intake Form
Refer to Creating and Editing Grantee Portal Intake Forms for general instructions on editing these forms. When adding a new field to a grantee portal intake form, click the Bank Account mapped field type option.
In addition to the other required fields, select the Bank Account Purpose to configure which type of bank account information will be collected through this field: ACH, Wire With Intermediary, or Wire.
See the Configure Visible and Required Bank Account Fields section for instructions on configuring which fields will be available on the form for the grantee portal user for the selected bank account type.
Grantee Portal User Experience
When completing the form, the grantee portal user will first click the Select Bank Account button.
They then have option to select an existing bank account or add a new bank account.
- An existing bank account cannot be edited from the intake form.
Import Bank Account Information
When importing the submitted form, the bank account submitted through the form can be selected as the default method of payment for the request.
Configure Visible and Required Bank Account Fields
For each bank account type, determine which data fields will be visible and required when a grantee portal user adds or edits a bank account with that type.
- Click the gear icon in the quick navigation menu.
- Click Grantee Portal & Reviewer Portal.
- Click Bank Account Settings.
- Click Manage Settings for a bank account type.
- Check the box for each field to display and check the Required box if it should be required, and then click Update.
