Basic Form Admin role — included access and limits

Create, clone and edit basic Giving Form settings and manage tracking links for assigned forms. This role does not include the form builder, launching a form, managing email templates, or gift reports.

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 → Basic Form 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.

Giving Forms

• View Giving Form Settings
• View Giving Forms List
• Clone Giving Form
• Create Giving Form
• Preview Giving Form
• Edit Giving Form Basics
• Manage Giving Form Settings
• Manage Pre-Payment, Payment, Post-Payment Forms
• Manage Unique Tracking Links and Tracking Pixels
• Access Giving Form Statistics