Locked NXT identifier settings and review workflow

Open Online Giving → Manage Gifts → Gifts to Review. The page is titled Review Payments. Find the affected gift and review its displayed status or required association before proceeding.

The redesigned NXT settings display Lookup ID when no saved type exists, but preserve an explicitly saved System ID. The control locks after an external import has started. A gray/locked control is not proof that Lookup ID is saved: read its displayed value or ask Support to inspect it. Gifts to Review and Pending Export concern integration matching/errors for eligible gift/registration exports, not approval of donor payments or finalization of registrations. Their availability depends on enabled export workflows and the assigned administrator role.

Roles for reviewing exports

For Online Giving → Manage Gifts → Gifts to Review, use Superadmin, Fundraising Superadmin, Gift Management Admin, or Finance Admin. Being able to view Donations with Reporting Admin or Advanced Form Admin alone does not grant the export-review workflow.

For the separate Events NXT review/fix workflow, the supported roles are Superadmin, Events Superadmin, Events Finance Admin, and Events Reporting Admin. Use the role appropriate to the product being reviewed; an Events role does not automatically grant the Online Giving Gifts to Review screen.

To change Online Giving roles, a Superadmin or Fundraising Superadmin opens Online Giving → Administrators → select the person → Role(s) and uses Add Another → Update Role(s). For Events roles, a Superadmin or Events Superadmin uses Events → Administrators and also checks the relevant Events Access. Roles have fixed capabilities; no separate per-permission switch enables export review. Changing a role does not unlock the NXT identifier-type field after an import has started.