Security Roles

To log in to Batch Manager Tool, you need one of the following security roles for your User account in MinistryPlatform:

• Batch Manager Administrators: Can see, edit, and finalize all un-finalized batches.
• Batch Manager Operators: Can only see, edit, and finalize un-finalized batches that they created or are assigned to (including batches that haven't been assigned to anyone).
• Batch Manager Pledges: Can use the Pledges & Donations tab to see, edit, and finalize all pledges and pledge batches.

Global Filters

For users that only work with specific congregations, you can limit their access to these congregations through global filters. Any global filters applied affect both the Platform and the Batch Manager Tool. Global filter access is cumulative, meaning if you grant a user access to three congregations, they see data related to any and all of those congregations. Global filters impact the following areas in the Batch Manager Tool:

• Congregations or programs are available when you create, edit, or import a batch.
• Batches are visible when you open a batch.
• Programs or events are available when you assign donation distributions.

Scanning Service

The first time you log in to the Batch Manager Tool on a machine, you'll see the Scanner Not Ready dialog box.

If you plan to manually enter your donations, you don't need to install the scanner. Click No Scanner. To use a check scanner to speed up processing and capture images, follow the instructions to do so.