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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Vision 2

Associate the New User

The new administrator login created must now be associated or connected with Go Method.

  1. Log in to Go Method.
  2. Click Admin > Settings..
  3. On the left menu, click Software Integration > Payment Merchants.
  4. Click Vision 2.
  5. Enter the organization's user name and password created in Vision 2.
  6. Click Turn On Integration.
After successful integration, Go Method creates two volunteer roles in Vision 2. These roles are used when you add team members to an event, so don't delete them.
  • Go Method Team Leader
  • Go Method Team Member

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Last updated: April 19, 2024