This section under the "Permissions" tab of a user's access rights controls general access to financial-related information in the system.
Limited Read Contributions
Can view and search for transactions from closed batches (including unmatched). The batch would have had to be created by the user.
Can view the preferred giving fund on all person profiles.
Can view the "Giving" tab on any person's profile, but only the "Transactions" sub-tab.
Can view unmatched transactions in batches they have access to
Can view the giving envelope listing.
Can view business listings.
Can view business records including the "Giving" tab.
Full Read Contributions
Users with this permission also have the Limited Read Contributions permission.
Can view and search for transactions (including unmatched) from all batches (pending, open, and closed). The batch would have had to be created by the user.
Can download giving statements for any person.
Can view all active and inactive recurring schedules
Can run batch reports from the listing screen
Can view payment methods and text settings on a person's profile
Limited Write Contributions
Users with this permission also have the Limited Read Contributions permission.
Can view, add, and edit the batches they create only.
Can add, edit, and delete transactions on batches the user created regardless of status
Can generate batch reports "Overview" and "Transaction Details."
Can match or ignore unmatched transactions for batches they have access to.
Can add, edit, and delete business records
Can create recurring schedules on behalf of another person
Can add, edit, and delete giving envelopes
Can charge credit cards on behalf of another person
Can update whether giving statements for a family should be individual or combined
Full Write Contributions
Users with this permission also have the Limited Read Contributions, Full Read Contributions, and Limited Write Contributions permissions.
Can edit and delete existing recurring giving schedules
Can close, reopen, and delete transaction batches they created
Can sync a batch with the payment gateway (if supported)
Can edit and delete batches in bulk
Can add, edit, and delete payment methods on a person's profile
Can update text to give settings on a person's profile
Contributions Settings
Can add, edit, and delete giving funds
Can set which funds appear on the giving portal
Can toggle giving portal on and off
Has access to the embed code for the giving portal
Can set global preferred fund and preferred funds for all campus
Can change payment gateway including being able to see credentials for the current payment gateway
Can update automatic batch naming convention
Can modify giving portal email templates
Can update email list for merchant receipts
Can Refund
Users with this permission also have the Limited Read Contributions
Can refund or void any transaction they have access to.
Permissions Full
Users with this permission also have the Permissions Limited permission.
Can assign any permission to a user, including the financial ones.
Unrestricted Batches
Users with this permission also have the Limited Read Contributions and Limited Write Contributions permissions.
Can view all batches (other permissions still apply) including ones the user did not create.
Note: without this permission (assuming they also have Limited Read Contributions and Limited Write Contributions), the user will only be able to view transactions for open batches they created themselves. Once the batch is closed, they will no longer be able to see those transactions.