Content Editor Access for Giving Forms

Users who are content editors handle specific types of content for specific audiences and purposes. A platform manager determines this access for users.

Determine which users should be content editors with access to specific giving forms. For example, you could create a group for "Annual fund," limited to the forms for that campaign, and determine who should be a member of this access group. See also Manage giving forms.

Select Core.
Select Security.
Select Content editor access.
Select Giving. A list of editor groups appears. For each group, it shows a count of forms and users. Select the count of users to view the names of group members.

You can:
- Add a group.
- Manage editors in bulk for multiple groups.
- Export information about editor groups.
- Select a column heading to sort the list. Select it again to reverse the sort order.
- Search for a specific list with Find in this list.
- From a group's row, select the ellipsis (...) for more actions.
  - Edit a group. This includes updating the group's details, membership, and forms.
  - Delete a group.

Note: When a user becomes a member of a content editor group, they automatically receive the content editor role. See security roles. When you delete a user from a group, they can retain the security role but may lose access to the specific content, audience and purpose the group handled. If a user is a member of multiple groups, with different access, the user's access is the maximum based on all their groups. If a user is no longer a member of any editor groups, then the security role is automatically removed. These role changes are logged in the user's role history.

Tip: Consider including content policies and responsibilities in your school's Policies and procedures guide.