Donation Forms Security

From Tools, Donation form designer you can create and edit donation forms, and track their progress. To manage who can use and see these features, admins can provide access from Control Panel, Security. If some users should have limited access to Donation Form Designer, admins can view and choose the types of tasks available.

Note: Don't see this feature? No need to worry! If all goes well with feedback of initial clients who use it, expect a wider release to come soon.

  1. Under Control Panel, select Security and select Roles.

  2. Under Tools roles, select Create role.

  3. Under Role name, enter a descriptive name of the role you're creating.

  4. Under Donation form tasks, select the tasks you'd like this role to achieve.

    • To only select view, add/edit, or delete donation forms, select Access 0 of 3 permissions.

      Note: You must have Add/Edit permission to update Form settings, under Tools, Settings.

      Tip: You can select any combination of these tasks for a role.

    • To access all functionality to view, add, edit, and delete donation forms, select Manage donation forms.

  5. Select Save.

  1. From Control Panel, select Security.

  2. Select Manage roles from a user's menu menu in the list.

  3. Under Security, Tools, select the role.

  4. Note: Don't see a role for Donation Form Designer? You need to create one or more roles for Donation Forms before you can give access to another admin.

  5. Select Save or Send invite, if this is a newly created user.

For more information about security, see Security Overview.

To learn about managing your users, see Users.

To learn about roles, see Roles.