Add Gift Officer staff, roles, teams, managers, and access

Tags: product:gift-officer intent:staff-management intent:role intent:team intent:access

Authorized administrators go to Gift Officer > Staff Management. Use the side panel to add or edit a staff member, then assign the appropriate Gift Officer roles, team, manager, CRM ID, and SAML ID when enabled. The page separates Active and Inactive staff and shows whether two-factor authentication is enabled.

Deactivating a staff member removes their active product access without erasing the historical records that reference them. An inactive, read-only staff record can be allowed to remain selectable on contact reports, trips, emails, meetings, plans, and opportunities; a task assigned to a read-only user is sent to the CRM with that assignee information but is not visible to them in GC Gift Officer.

Use Gift Officer > School Settings > Teams for team definitions and My Settings for a user's personal email, video, calling, texting, notification, and default-behavior choices. Product access, object permission, and team membership are distinct—verify all three when a control is missing.