Enable MOTO payment access and distinguish device-management permissions

The MOTO payment control requires an eligible giving form, school access to the MOTO product and an authorized payment permission. All Campaigns / All Giving Forms access and Gift Management Admin alone do not confirm that permission.

The payment policy accepts Manage Finance related School Settings or MOTO in GC GO. The latter is a separate GC Gift Officer payment path when provisioned; do not assume it is part of every fundraising role. An authorized administrator should choose the appropriate task-specific role and verify the actual giving form and school entitlement instead of automatically granting Superadmin.

Registering, listing, editing or deleting MOTO devices uses Manage Finance related School Settings. In the role catalog this belongs to Superadmin, Fundraising Superadmin, Finance Admin and School-Level Settings Admin. It also covers other finance settings, including recurring gifts and tax receipts; the policy does not confirm a pairing-only restriction. Review that broader access before using it for IT staff.

GC Connect reader workflows and MOTO are distinct. Confirm the actual device/product before applying this article. A visible button is not proof that a device is connected or that a payment succeeded.

Staff establishment of a recurring gift through MOTO

A donor does not have to type the form personally. An authorized staff member can use an eligible recurring-enabled giving form and the institution’s provisioned MOTO payment device: enter the donor/gift details and recurring schedule, choose Pay with Device, select the registered device, and complete the card entry there with the donor’s authorization. The form still establishes the recurring gift; it is not an ordinary offline gift upload or a free-standing admin credit-card record. MOTO requires school access, payment permission and a registered device, and its control is not offered on pledge forms. Do not assume this workflow is available to every admin.