Donation Forms Security

To manage who can use and see donation forms, organization admins provide access from Security.

Create Roles

Depending on staff responsibilities you may need multiple roles to manage donation forms tasks

1. From Security, select Role management.

2. Select Blackbaud app roles.

3. Under Donation form roles, select New.

4. Enter a role name and description.

5. Under Donation forms tasks, select Access to 0 of 3 permissions.

6. Select the permissions to give the role:

   • View to allow admins to view donation forms and their performance data.

     Tip: If you want to limit the access of a role to only add and edit or delete, the role must have the View permission.

   • Add/Edit to allow admins to create new forms and edit existing ones.

   • Delete to allow admins to delete forms.

7. Select Save.

Note: To add a branding card with a goal meter to an Optimized Donation Form, the admin must also have the Manage website components permission.

Assign Roles to Users

1. From Security, select User management.

2. Select the user you want to assign a role to or add a new user.

3. Select Manage roles.

4. Select Blackbaud apps.

5. Under Donation forms, select the role to assign to the user.

6. Select Save.

To learn more about permissions, see Security.