Constituent Forms Permissions

You can configure permissions to specify which users can set up and manage constituent forms.

Create Constituent Form Role

Depending upon staff responsibilities you may need multiple roles to manage these tasks.

1. From Security, select Role management.

2. Under Online giving roles, select New or Create role.

3. Enter a role name and description.

4. Under Constituent forms tasks select Manage to allow admins to add, edit, and delete forms.

5. Select Save.

Assign Constituent Form Role

After you create a role for managing constituent forms, you can assign it to users.

1. From Security, select User management.

2. Select the user you want to assign the role to.

   Tip: If the user doesn't exist, select Add user to create one.

3. Select Manage roles.

4. From Online Giving, select the role you want to assign.

5. After assigning the role, select Send invite.