Enable MOTO payment access and distinguish device-management permissions

MOTO and GC Connect are separate workflows. For MOTO, the school must have MOTO available, the giving form must support it, and a registered device must be ready. All Campaigns / All Giving Forms access or Gift Management Admin alone does not enable MOTO payments.

Which roles can register or manage MOTO devices?

Superadmin, Fundraising Superadmin, Finance Admin, or School-Level Settings Admin can open Online Giving → School-Level Settings → Registered Devices to register, rename or remove devices. Those roles include broader financial settings; there is no separate pairing-only role or individual permission switch to add to a role.

Which roles can use MOTO for a payment?

The same four roles can use a registered MOTO device. The separate GC Gift Officer payment path also includes MOTO for Gift Officer, GC Gift Officer Manager, and GC Gift Officer Student, when the school has the product and eligible form/device setup. Do not grant a fundraising Superadmin role merely to substitute for a correctly provisioned Gift Officer workflow.

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.

Staff establishment of a recurring gift through MOTO

An eligible staff member can open the institution’s recurring-enabled giving form, enter the donor/gift details and recurring schedule, choose Pay with Device, select the registered device, and complete card entry there with the donor’s authorization. This creates the recurring gift through the form; it is not an offline gift upload. The MOTO control is not offered on pledge forms.

For GC Connect, use Online Giving → Administrators → Notifications → GC Connect Access for the individual administrator. That checkbox is a separate, configurable access control; it does not edit a predefined role or grant MOTO device management.