Manage campaign/form content, email templates, updates and communication tools within assigned access. This role includes posting updates on both the main campaign and tiered pages; it does not provide gift 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 → Communications 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
- Preview Campaign Giving Form
- Edit Campaign
- Manage Campaign Pre-Payment, Payment, Post Payment Forms
- Manage Campaign Email Templates
- Post Campaign Updates
- Post Updates to Tiered Landing Pages
- Manage Unique Tracking Links and Tracking Pixels
Giving Forms
- View Giving Form Settings
- View Giving Forms List
- Preview Giving Form
- Edit Giving Form Basics
- Manage Pre-Payment, Payment, Post-Payment Forms
- Manage Giving Form Email Templates
- Manage Unique Tracking Links and Tracking Pixels
Smart Appeals
- View Smart Appeals Anniversary and Recurring Donors
- Send Emails in Smart Appeals
- Export Smart Appeal Donors
- Manage Smart Appeals Email Templates
- View Smart Appeals Reporting
Personalization
- Manage Personalization
Texting
- View Online Giving Texting
- Manage Texting (Excluding Settings)
- Manage Texting Settings
Reporting
- Manage Unique Tracking Links Reports
School-Level Settings
- Manage Email Marketing
Outreach
- Manage Outreach
- Edit own outreaches
- Create Event Outreaches
- Create Campaign Outreach
- Manage Recipients
- Send Outreach
- Manage Outreach History
- Create Outreach Template
- Update Outreach Template
- Delete Outreach Template
- View Outreach Template
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