Steps to Complete in Virtuous:
- Assign a Project Owner(s) to each Project to identify what Partner Essentials users should see. Please note that Partner Essentials will query Virtuous contacts based on email address to find what projects are relevant based on project ownership.
- [From Virtuous Support Library] You may choose to assign one or more users from your organization as Project Owners. Assigning a user as an Owner allows that user to be restricted to seeing ONLY gifts made to Projects they own if their Permission Group profile includes the "Restrict by Owner" option for Gifts.
- Create API Key.
Steps to Launch:
- Share API Key with Solertiae.
Considerations
- Your users in Partner Essentials will NOT have to enter an additional password here. They will simply select the name of your organization.
Solertiae recommends BitWarden as a service to securely deliver this connection information. Please do not share them via email.