Edit acknowledgment and receipt templates for a giving form

Advanced Form Admin, Gift Management Admin and Communications Admin can manage Giving Form email templates for forms they can access. Fundraising Superadmin and Superadmin also include this ability. Basic Form Admin does not include it.

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.

These roles include editing, activating, deactivating and deleting standard and conditional form email templates. The capability cannot be enabled individually for Basic Form Admin. A saved template draft is not automatically active. For the actual template workflow, open Online Giving → Forms → select the form → Email Templates and select the relevant standard or conditional template.