Admin
Owners use Admin to review the agreement, fees and bank details recorded for your organization.
Your agreement
Section titled “Your agreement”Find the agreement here, with its signed copy when available. If the section is empty, contact Roster using the option shown to check what still needs to be recorded.
Your fees
Section titled “Your fees”Owners can see the Roster fee, your partner percentage and your fixed fee, along with the date they take effect. Roster records these from your agreement. If the schedule is missing, check with Roster before assuming any fee is zero.
A recurring gift can keep going after a fee changes. Later donations use the new fee from its effective date. Earlier deposits keep the fee that applied when they arrived.
Payout account
Section titled “Payout account”An owner sets up the account where your organization will receive payouts. When Connect with Plaid is available, follow the steps to select the bank account. After connection, the portal shows masked account details.
Connecting saves the bank details; it does not send a payout or confirm money has arrived. Follow the on-screen instructions if you need to replace the account or the connection option is unavailable.