Manage staff, teams, analytics, and gift-officer settings

For GiveCampus Gift Officer users. Your role and school configuration determine the available portfolio, school-wide and administrative controls.

How to use

Open Gift Officer → Analytics for the available My, Team, Gift Officer, and School activity-overview views. Some configurations also expose My Analytics, Manager Dashboard, or School Dashboard. Choose the scope and filters matching the question.

Use Gift Officer → Staff Management for staff/roles. Under Gift Officer → School Settings, choose Teams, General Settings, Contact Methods, Notification Settings, Shared Views, Email Domains, or the relevant plan/cadence/contact-report settings. Gift Officer → My Settings contains individual preferences and connections.

Troubleshooting

Metric visibility and staff management are included in different predefined roles. If numbers differ, compare date filters, team/portfolio membership, metric configuration, and source data. Do not describe every activity metric as a donation or assume personal preferences override school policy.

Roles and staff access

In Gift Officer → Staff Management, an authorized staff manager assigns the appropriate predefined role(s); they do not edit individual role capabilities. GC Gift Officer Admin and Superadmin can manage staff and school settings. GC Agentic Gift Officer Manager also includes staff management, but does not by itself include school settings. GC Gift Officer Manager is for team oversight and is not the same role as GC Gift Officer Admin.

For Gift Officer → School Settings, use GC Gift Officer Admin or Superadmin. Roles can be combined where appropriate, and portfolio/team assignments still determine the relevant working scope.