Staff permissions to change recurring gifts

Staff who modify or cancel recurring gifts need Superadmin, Fundraising Superadmin, Gift Management Admin, or Finance Admin. Advanced Campaign Admin, Advanced Form Admin, and Reporting Admin alone do not include those actions. Donor ownership and a valid private management link are separate access paths; they do not require an administrator role.

Open Online Giving → Manage Gifts → Recurring Subscriptions, find the subscription, and click its Donation ID. School-wide gift-management roles include refund and recurring-management access; do not add a campaign group simply to try to repair a recurring action already covered at school level. The gift must still be eligible for the requested change. A card update can affect subscriptions sharing that payment source, so review every affected subscription.

A Superadmin or Fundraising Superadmin can review the person under Online Giving → Administrators, open their administrator record, and use Role(s) → Add / Add Another → select the role → Update Role(s). Roles contain fixed capabilities; partners select roles rather than turning individual permissions within a role on or off. Also review the assigned campaigns/forms or groups for actions scoped to those records. Roles are additive, so review every assigned role before narrowing access.