Online Giving roles are predefined sets of capabilities. Partners can assign and remove roles, but cannot edit the individual permissions inside them. Roles combine: adding Basic Campaign Admin does not take away anything granted by Advanced Campaign Admin or another existing role.
Compare the available roles
These summaries describe the predefined Online Giving roles. Campaign/form/tier actions apply to the pages the person can access unless the capability is school-wide. Review the full role description before assignment.
| Role | Main included capabilities | Important limits or distinctions |
|---|---|---|
| Advanced Campaign Admin | Create, clone, edit, approve and launch campaigns; edit campaign Form Builder; manage tier pages, updates, offline gifts, incentives, tracking and campaign notifications; view and modify campaign gifts. | Does not include campaign refunds/recurring-subscription changes or managing other administrators. |
| Basic Campaign Admin | Create, clone and edit campaign content; post campaign and tier updates; add/edit/publish tier pages; manage campaign advocacy and tracking; request publication of the main campaign. | Cannot launch the main campaign, use campaign Form Builder, or manage campaign gifts/offline gifts. |
| Advanced Form Admin | Create, clone, edit and launch Giving Forms; use Form Builder; manage form email templates, incentives, tracking and notifications; view/export form gifts. | Does not include refunding or modifying gift/recurring records or managing administrators. |
| Basic Form Admin | Create, clone and edit Giving Form settings; manage form tracking and view form statistics. | Cannot launch forms, use Form Builder, manage form email templates, or manage form gifts. |
| Tiered Landing Page Admin | Edit, publish/unpublish and post updates on assigned tiers; download tier reports and access campaign statistics where authorized. | Does not create new tiers or grant main-campaign editing/launching. |
| Basic Tiered Landing Page Admin | Edit assigned tiered pages and request publication. | Cannot publish/unpublish, post updates or download tier reports. |
| Communications Admin | Edit campaign content and supported campaign/form payment-page settings; post updates; manage campaign/form email templates and tracking; communications tools including Outreach/Texting where available. | Does not include campaign or Giving Form Form Builder, campaign launch or gift editing. |
| Crowdfunding Admin | Broad campaign creation, editing, approval/launch, tier pages, updates, Form Builder, offline gifts, incentives, advocacy and tracking; School Pages and idea submissions. | Campaign-focused; does not include modifying online gifts, refunds/recurring changes or managing other administrators. |
| Gift Management Admin | View/export and edit gifts; issue refunds and manage recurring gifts; campaign/form email templates; school designation/field management; school-wide donation reports. | Not a campaign/form content editing or administrator-management role. |
| Finance Admin | View/export and modify gifts; refunds and recurring changes; banking, deposits, financial settings and school-wide donation reports. | Financial powers are broader than report download; does not manage other administrators. |
| Reporting Admin | Campaign/form gift lists and statistics, school-wide donation/deposit reports and other reporting; resend receipts/send recurring-management links where available. | Not strictly read-only or limited to selected forms: school-wide report capabilities remain school-wide. Does not edit gifts or create report settings. |
| School-Level Settings Admin | School settings, school designations/fields, email marketing, financial/payment settings, API keys, School Pages and School Dashboard. | Broad settings and financial access; does not by itself grant campaign/form editing. |
| School Dashboard Admin | School Dashboard access and associated platform-management capability. | Not an all-product administrator or a read-only single-panel role; do not assume it grants every campaign/form/event action. |
| Fundraising Superadmin | Broad Online Giving administration, including assigning Online Giving roles and campaign/form/group access. | Includes all campaigns and Giving Forms; cannot be restricted to one project. Does not automatically grant every separate product’s administrator role. |
A school Superadmin has broader school administration. Do not add it when a task-specific role is suitable.
Inspect or change roles
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.
To see the full included capabilities, open Online Giving → Administrators → Roles → select a role; in the consolidated interface use School Dashboard → Administrators → Roles. Expand the sections on Permissions. That page is informational.
Set Campaign Access, Giving Forms Access, individual tiered pages and relevant groups separately. Tier 2 access includes its nested Tier 3 pages. Review every assigned role and group before assuming narrow access.
Notification subscriptions and GC Connect Access have separate controls under Online Giving → Administrators → Notifications. They are not individual permissions to customize inside a role.
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