Giving-form teammate access versus gift notifications

In GiveCampus giving forms, available controls depend on your assigned administrator roles, access to the form and the interface used by your institution.

For editing or reporting access, have an authorized administrator invite/open the staff member in Administrators, assign an appropriate predefined Online Giving role (for example, Basic Form Admin for form settings or Advanced Form Admin when Form Builder and publishing are needed), and grant access to this individual giving form (or its intended form group). Use Online Giving → Administrators → select the person → Role(s) → Add / Add Another → select role → Update Role(s) and configure Giving Forms Access. Partners cannot edit the permissions within a role. Do not select All Giving Forms unless that wider access is intended. Reporting Admin includes school-wide donation reports, so selecting one form does not restrict every report to that form. If the person only needs gift emails, open the form’s Giving Form Notifications, select an existing administrator or add the staff member’s GiveCampus-account email under Additional recipients, and Save Changes. Notification membership does not itself grant editing/reporting permission.