Gift-list viewing versus opening a gift's detailed management page

Reporting Admin can view/export relevant Manage Gifts lists, but this does not include opening the ordinary gift-edit management screen or editing gifts. Gift Management Admin, Finance Admin, Fundraising Superadmin and Superadmin include gift modification, subject to the applicable campaign/form access. Advanced Campaign Admin also includes modifying campaign gifts; Advanced Form Admin does not include the equivalent Giving Form gift modification.

A Fundraising Superadmin or Superadmin can open Online Giving → Administrators → select the person (or School Dashboard → Administrators → select the person in the consolidated interface). Under Role(s) → Add / Add Another, select the appropriate role and click Update Role(s). Check the relevant individual page or group access as well. The Roles → select a role → Permissions page describes the predefined role; partners cannot enable or disable individual permissions within it.

Do not grant gift-editing roles solely to let someone inspect a detailed screen if the institution intends reporting-only access. Provide a suitable report instead. Match/challenge records use a separate management workflow, so identify the gift type before recommending a role.