Access to tracking reports for one giving form

Basic Form Admin, Advanced Form Admin and Communications Admin can manage unique tracking links and download their reports for Giving Forms they can access. Fundraising Superadmin and Superadmin also include those actions. This includes creating, editing and archiving links; it is not a read-only role for one individual link.

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.

For a form-scoped workflow, grant access to the intended form in Giving Forms Access, leaving All Giving Forms off unless needed, and review group assignments. Other roles may add broader report access: Reporting Admin, for example, includes school-wide reports. Restricting the selected forms does not remove a school-wide capability.

If the person should receive only selected link totals without the other actions in these roles, an authorized administrator can prepare a limited export instead. Do not promise a customizable single-link reporting permission.