Gift Receipting Security

From Gifts, Receipts you can generate receipts and mark gift records as receipted. To manage who can use and see these features, admins can provide access from Security.

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.

Before you assign access to Receipt manager, verify a role exists for it. For information, see Roles.

  1. From Security, select Role management.

  2. Under Fundraising roles, select Edit role from the role's menu Edit role.

  3. To access, view, and generate receipts, under Receipt management tasks, select Manage receipts.

    Tip: These permissions also enable users to generate and view a receipt on a gift's record.

  4. Select Save.

  1. From Security, select User management.

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

  3. Under Security, select Fundraising.

  4. Assign the user to a role with the level of access they need.

  5. Select Save.

For more information about security, see Security Overview.

To learn about managing your users, see Users.

To learn about roles, see Roles.