Manage Match Requests

From Manage Requests, admins can approve, deny, request resubmission, or reverse decisions for match requests. Go to CSRconnect Admin Portal, Admin Tools, Program Management, Match Programs. Select the number of pending match requests for the match program or select Manage Requests under Options.

Note: You can manage volunteer grant requests from here or from Volunteer Grant Programs. You can manage all match requests from the Approvals Manager.

Tip: Use the checkboxes to resolve match requests in bulk.

Approve a Match Request:

1. Select Approve under a pending match request.

2. Select Update Status to confirm your action.

Deny a Match Request:

1. Select Deny under a pending match request.

2. Enter a Reason for Status Change explaining why the request was denied.

3. Select Update Status to confirm your action.

Request Resubmission

You can request that an employee resubmit their match request.

1. Select Resubmit under a pending match request.

2. Include a reason in Reason for requesting resubmission using HTML text. This appears in the resubmission email.

3. Select Update Status.

Select Resend Resubmit Email to have the resubmission email notification sent again.

Warning: Resubmit is unavailable for recurring credit card donation matches.

Reverse an Approve Decision

1. Locate the match request.

2. Select Reverse Approval.

3. If you do not want to notify the requester of the reversal by email, select Do not send email.

4. You can choose to include a message in Custom Message to appear in notification field.

5. Select Update Status.

Reverse a Deny or Resubmit Decision

1. Locate the match request.

2. Select Requested to return the match request to the Requested status.

3. Select Update Status.