Advanced Form Admin role — included access and limits

Build and launch assigned Giving Forms, manage their email templates, and view gift reports. This role alone does not allow gift editing, refunds or recurring-subscription changes, and does not grant campaign editing.

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 → Advanced 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.

Sending receipts and donor management links

This role can send gift receipts and the donor’s recurring-management link where available and with access to the gift’s campaign or form. Sending a donor link does not grant permission to edit or cancel the recurring gift yourself; the donor makes the change through their private link. Do not treat gift-list access as strictly read-only.

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
• Giving Form Actions
• Clone Giving Form
• Create Giving Form
• Preview Giving Form
• Edit Giving Form Basics
• Manage Giving Form Settings
• Manage Pre-Payment, Payment, Post-Payment Forms
• Access Giving Form Form Builder
• Launch Giving Form
• Manage Giving Form Email Templates
• View/Download Manage Gift Reports
• Manage Incentives
• Manage Unique Tracking Links and Tracking Pixels
• Access Giving Form Statistics
• Manage Giving Form Notifications

Smart Appeals

• View Smart Appeals Anniversary and Recurring Donors
• View Smart Appeals Reporting

Manage Gifts

• View Donations and Recurring Gifts

Reporting

• Manage Unique Tracking Links Reports

Outreach

• Edit own outreaches
• Create Campaign Outreach
• Manage Recipients
• Send Outreach
• Manage Outreach History