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Financial

Describes contribution, pledge, and accounting permissions on a user's access rights.

These permissions make up the Financial group within a role's permissions, and they control access to contributions, pledges, and accounting. To review or edit them, go to Settings & Tools (Cog icon in the tool-bar) > Security > Roles, open a role, and select the Permissions tab. You'll find these options under the Financial section.

Contributions

Limited Read Contributions

  • Can view and search for transactions from closed batches, including unmatched ones. 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 ones, from all batches whether pending, open, or 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 only the batches they create.

  • Can add, edit, and delete transactions on batches the user created, regardless of status.

  • Can generate the "Overview" and "Transaction Details" batch reports.

  • 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.

Remote Deposit

  • Can access SmartPay by Jack Henry for check scanning and remote deposit.

Can Refund

Users with this permission also have the Limited Read Contributions permission.

  • 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 role or 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, including ones the user did not create. Other permissions still apply.

  • Without this permission, and assuming they also have Limited Read Contributions and Limited Write Contributions, the user can only view transactions for open batches they created themselves. Once the batch is closed, they will no longer be able to see those transactions.

Contributions Settings

  • Can add, edit, and delete giving funds.

  • Can set which funds appear on the giving portal.

  • Can toggle the giving portal on and off.

  • Has access to the embed code for the giving portal.

  • Can set the global preferred fund and preferred funds for all campuses.

  • Can change the payment gateway, including being able to see credentials for the current payment gateway.

  • Can update the automatic batch naming convention.

  • Can modify giving portal email templates.

  • Can update the email list for merchant receipts.

Pledges

Full Read Pledges

  • Can view campaigns and pledges.

Full Write Pledges

Users with this permission also have the Full Read Pledges permission.

  • Can add, edit, and delete campaigns and pledges.

Accounting

Full Read Accounting

  • Can read accounting data and run reports.

Full Write Accounting

Users with this permission also have the Full Read Accounting permission.

  • Can edit accounting data.

Link Bank Accounts

  • Can manage bank account integrations.

Accounting Settings

  • Can edit accounting settings.

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