Separate administrator roles from campaign, form, event and product access

Check the assigned predefined role and the pages the administrator may access. Partners can change assigned roles and page/group access; they cannot enable or disable individual permissions within a role. Assign suitable roles and the intended individual campaign, giving form or event, and review access groups. Leave the corresponding All Campaigns/All Giving Forms/All Events option off when restricting scope, and remove broader group grants. An all-objects checkbox alone does not grant every action permission.

Basic Campaign Admin includes Edit Campaign: campaign basics, images, video/display, dates/goals and other settings. It can support a teammate editing campaign content without full Superadmin, but it is broader than copy-only editing. Tiered Landing Page Admin can edit, publish/unpublish, post updates and download reports for assigned tiers. Basic Tiered Landing Page Admin can edit and request publication, but cannot post updates, publish or download tier reports. Combining roles does not restrict the broader role's capabilities. Verify effective access after saving.

The role catalog includes school Superadmin and product-specific Fundraising Superadmin and Events Superadmin. The role-membership flow grants all campaign/form access for fundraising/global superadmin and all event access for events/global superadmin. A long list of individual role selections is not proof of identical effective access. Separate product checks still apply: do not assume that this label unlocks every product. Requested upgrades need an authorized administrator's review.

Event deposit reports are included in Events Finance Admin, Events Reporting Admin, Events Superadmin, Fundraising Superadmin and Superadmin. Fundraising Finance Admin and Reporting Admin are different roles and do not themselves supply event deposit reporting. If an appropriate role is assigned and the report remains disabled, Support must inspect the live school/account.

Events Check-in Admin includes check-in but not editing registrations or event content. Basic Events Admin includes those broader actions. The matrix does not confirm a role combining only landing-page content, registrant editing and check-in while excluding ticket setup. Ask support to evaluate that precise restriction; do not assume Events Content Manager solves it.

For the Wealth Analytics dashboard, the policy requires the wealth-screening school product and a Wealth Analytics administrator association. Ordinary fundraising administrator status alone does not confirm that access. GC Gift Officer wealth data uses a different permission check, so identify the requested screen before recommending a role.

For a one-form administrator, configure form-specific gift-notification recipients separately and review any schoolwide donation-notification subscription. Object restrictions do not automatically limit notification subscriptions. Do not assume credit-card-only filtering from the form's recipient checkbox or grant schoolwide reporting roles without reviewing the requested scope.