Momentive Admin FAQs

When your organization uses multiple GiveSmart products, you can enable a single sign-on (SSO) experience for admins through Momentive. Momentive Admins can access all connected products and manage other Momentive users.

Note: Changes to a Momentive Admin in Fundraise impact their profiles across other GiveSmart products.

To learn how to create a Momentive Admin, click here. 

New Momentive Admin

What happens when I create a Momentive Admin in Fundraise?

• Events

  • User is created as an Organization Admin with SSO permissions
  • No welcome email is sent

• Donor CRM

  • User is created as an Admin with SSO Admin permissions

Promoting an Existing User to Momentive Admin

• In Events:
  • If already an Organization Admin (matching email + phone):
    → SSO Admin permissions are added
  • If email or phone does not match:
    → You’ll receive an error to update their contact info
  • If they are a Campaign Admin:
    → You must promote them to Organization Admin first
  
  
• In Donor CRM:
  • If they are a User with the same email:
    → Promoted to Admin with SSO permissions
  • If already an Admin:
    → SSO Admin permissions are added
  
  

Demoting a Momentive Admin

What happens when Momentive privileges are removed in Fundraise? 

• In Events: the Admin remains as an Organization Admin, but Momentive Admin (SSO) permissions are removed.
• In CRM: the Admin remains as an Admin, but Momentive Admin (SSO) permissions are removed.

Deleting a Momentive Admin

Delete a Momentive Admin in Fundraise

• Events

  • Admin is downgraded to a general User in any sites they were previously registered in.

• Donor CRM

  • Admin is set to inactive.

How is this different than deleting a general admin in Fundraise?

Momentive Admin status is what connects profiles across GiveSmart products.

• If you remove Momentive (SSO) access before deletion:

  • The cross-product connection is broken
  • Future changes no longer affect other products

• If you delete a general Admin (non-Momentive):

  • Events: Retains existing admin role
  • Donor CRM: Retains existing admin role

Key Takeaway

• Momentive Admin = linked access across products
• Removing Momentive access = breaks that connection
• General Admin changes do not sync across products