Manage district settings and account | Follett Destiny Fundraising Manager Support Center

Manage district settings and accounts

District Admins control the approval process and payment options for all fundraisers in your district. You can also manage existing accounts for others, including School Admins, bookkeepers, teachers, boosters, and other fundraiser organizers.

1. In the top-right corner, hover over the down arrow, then click Settings.

2. Under Account Management, select the type of account you want to manage.

3. Do any of the following:

If you selected…	Then…
District	To edit district settings: Do any of the following: Under Fundraisers, turn on/off fundraiser types by clicking Disable or Enabled. Under Service Password, to set a password that can access any account in the district, enter it in the field. Under Archive Fundraisers, archive all fundraisers automatically by entering a date, and then clicking Archive. To edit a District Administrator account: Do any of the following: To set the user as a Sub Admin, turn on the toggle. *Note:* When turned on, this user can manage school- and district-level user accounts. To allow the user to approve fundraisers, turn on the Approve Emails toggle. *Note:* When turned on, this user can approve fundraisers for the district. To edit the user information, click the edit icon. A pop-up appears. a. Make any changes you want. b. Click Submit. To add a new District Administrator: a. Click Add District Administrator. A pop-up appears. b. Fill in the information. c. Click OK.
Schools *Note:* New school-level accounts must be added by a School Admin.	To view school accounts: Next to the school you want, click >. To assign a user to a new school: a. Next to the user you want, under Move User, click the edit icon. A pop-up appears. b. Use the drop-down to select the desired school. c. Click OK. To update user credentials: a. Next to the user you want, under User Credentials, click the edit icon. A pop-up appears. b. Make the desired edits. C. To send an email to the user with the updated credentials, select Send User Credentials. d. To change the user’s password, select Change User Password. Then, select the checkbox if you want to Send Welcome Email with Credentials. e. Click OK. To assign an unassigned account to a school: a. Next to the user you want, under Multiple Schools, click Assign. A pop-up appears. b. Next to each school you want the user associated with, select the checkbox. c. Click OK.
Approval System	Do any of the following: Click Required or Not Required to set approval requirements to include: An accounting code Education Foundation Approval *Note:* This adds an additional step to the approval process beyond the district. If not required, the approval process ends at the district. PTA & Booster Fundraiser Approval School and District approval for individual schools To set an Approval Role for School Admin: a. Next to the school you want, under School Admin Approvals, click Manage. A pop-up appears. b. Under Approver Role, use the drop-down to select a role for each School Admin.

For additional help, contact support@livingtree.com.