Online Giving Security

To manage who can set up and use constituent forms, donation forms, membership forms, and website components, organization admins provide access from Security.

Create a Role

Depending upon staff responsibilities, you may need multiple roles to manage these tasks. A single role can include permissions for more than one area.

  1. From Security, select Role management.

  2. Under Online Giving roles, select New.

  3. Enter a role name and description.

  4. Select the permissions to give the role for each area you want it to manage:

    • Constituent forms – Under Constituent forms tasks, select Manage to allow admins to add, edit, and delete constituent forms.

    • Donation forms – Under Donation forms tasks, select Manage to allow admins to add, edit, and delete donation forms.

      Tip: View allows admins to view donation forms and their performance data, and it is required if you an admin is to be able to add, edit, or delete donation forms.

      Note: If your organization has more than one Blackbaud Merchant Services payment configuration, users can view and select a configuration for a donation form even if they can't add or edit the form.

      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.

    • Membership forms – Under Membership forms tasks, select Manage to allow admins to view, add, edit, and delete membership forms.

    • Website components – Under Website components tasks, select Manage to allow admins to add, edit, and delete website components.

  5. Select Save.

Note: Role permissions for donation forms and website components are also under Blackbaud apps. Because permissions are additive. If an admin has the same permission from multiple locations, removing it from one location does not remove their access entirely. To fully remove access, remove the permission from every location where it is assigned.

Assign a Role to a User

After you create a role, 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. Under Online Giving, select the role you want to assign.

  5. Select Send invite or Save.