Permission to create school designations

Gift Management Admin, School-Level Settings Admin, Fundraising Superadmin and Superadmin can create and manage the school’s designations and reusable school fields. Merely being able to view a designation list, including through Gift Officer, does not grant these editing actions.

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 manage the catalog, open Online Giving → School-Level Settings → Designations. Review the role’s other capabilities before assigning it; partners cannot add a standalone designation-management permission to another role. Selecting existing designations on one Giving Form and editing the school-wide designation catalog are different tasks.