Gift Management Admin role — included access and limits

Review and manage gifts, issue refunds, change recurring subscriptions, manage gift email templates and reporting, and maintain school-level designations and school fields. It does not provide campaign/form content editing or administrator management.

How this role works

This is a predefined administrator role. Partners can assign or remove the role; they cannot enable, disable or customize individual permissions inside it. The Permissions list on the role details page describes what the role includes—it is not a set of editable switches. Multiple assigned roles add their access together.

Role capabilities and access to particular campaigns, forms or tiered pages are separate. For actions on a particular page, confirm the person has that page or its parent campaign/group assigned. Some school-level gift, reporting and settings actions are broader than a page assignment; do not assume a page assignment limits every school-level action. Product availability, transaction status and other task requirements still apply.

Review or change the assigned role

A Superadmin or Fundraising Superadmin can open Online Giving → Administrators → select the person → Role(s). Use Add or Add Another, select the intended role, and choose Update Role(s). Review all roles already assigned before removing or replacing one. Check the relevant Campaign Access, Giving Forms Access or Tiered Landing Page Access section for page assignments. Giving someone a role can grant multiple abilities; choose a role that fits their responsibilities instead of adding a broader role solely to reveal one button.

To read the included capabilities in the interface, open Online Giving → Administrators → Roles → Gift Management Admin and expand the Permissions sections. If Roles is located in the consolidated administration menu, use School Dashboard → Administrators → Roles instead. These are reference lists; changing an administrator’s assigned roles happens on the person’s administrator record.

Included capabilities

The following are the capability labels included in this role. They describe access, not separate switches to turn on. Consult the feature’s how-to article for the steps to perform it. Features outside Online Giving also require the appropriate product to be available to your institution.

Campaigns

• View Campaign Settings
• View Campaigns List
• Manage Campaign Email Templates
• View Campaign Tiered Landing Pages List
• Download Campaign Tiered Landing Page Reports
• View/Download Manage Gift Reports
• Manage Gifts (Campaigns) - Edit Donations
• Manage Gifts (Campaigns) - Issue Refund, Modify or Cancel Recurring Subscriptions

Giving Forms

• View Giving Form Settings
• View Giving Forms List
• Preview Giving Form
• Manage Giving Form Email Templates
• View/Download Manage Gift Reports
• Manage Gifts (Giving Forms) - Issue Refund, Modify and Cancel Recurring Subscriptions
• Access Giving Form Statistics

Smart Appeals

• View Smart Appeals Anniversary and Recurring Donors
• Export Smart Appeal Donors

Manage Gifts

• View Donations and Recurring Gifts
• Edit Donations, Cancel or Modify Recurring Subscriptions, Issue Refund

Reporting

• Manage Donation Reports
• Manage Advocacy Reports
• Manage Deposit Based Reports
• Mark Deposits Reconciled
• Manage Top Supporters Reports
• Manage Unique Tracking Links Reports
• Manage Report Settings

School-Level Settings

• Manage API Keys
• Manage school-level Designations and School Fields

Banking & Deposits

• View Banking & Deposits