Managing Online Giving
From time to time, a member may ask that someone in the office create a one-time or recurring gift to be drawn from their credit card or bank account. Authorized CDM+ users can access a member's Engage account to create and manage those gifts.
The Engage tab is only available to CDM+ users who have explicitly been granted permission to administer member giving. In order for a CDM+ user to administer online giving for giving units in the database, the user record must be connected to an Individual Record in the database.
See Setting Up Engage for instructions on how to grant this permission.