Troubleshooting: Missing Payment Options or Receipts in Settings

User Role Permissions

One of the main reasons for not seeing all settings options is related to user role permissions. In Fundraise Up, only users with the Organization Administrator role have access to edit all settings pages, including Payment options and Receipts.

If you believe you should have higher-level admin access to your Fundraise Up account, follow these steps:

1. Contact an Organization Administrator:
   • Reach out to someone in your organization who already has the Organization Administrator role.
   • Request them to change your user role to an Organization Administrator.
2. Verify User Role Change:
   • Once your user role has been updated, log out of your Fundraise Up account and log back in.
   • Navigate to the settings section and check if the Payment options and Receipts pages are now visible.

If you are already listed as an Organization Administrator but still cannot see the Payment options or Receipts pages, proceed to the next section to troubleshoot further.

Subaccount Configuration

Another reason for missing Payment options or Receipts in your settings could be related to subaccount configuration. If your Fundraise Up account is set up as a subaccount, it may be specifically configured to use the parent account's payment options and receipting.

To determine if your account is a subaccount and if it's using the parent account's settings:

1. Check Account Hierarchy:
   • Look for a parent account under your user name in the main dropdown menu.
2. Contact Parent Account Administrator:
   • If your account is identified as a subaccount, reach out to an administrator of the parent account.
   • Inquire about the configuration settings and whether your subaccount is set to use the parent account's payment options and receipting.
3. Request Subaccount Configuration Change (if applicable):
   • If you need to have separate payment options and receipting for your subaccount, discuss this requirement with the parent account administrator.
   • They may need to modify the subaccount configuration to allow independent settings for your account.