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.
Each permission below is marked Campus-scoped or Account-wide. A campus-scoped permission can be different at one campus through a campus override. An account-wide permission applies at every campus and cannot be overridden by campus, so it only shows on Default when you edit a user's or role's permissions. Which permissions can differ by campus? lists every permission by scope, and Campuses and organizations in Version 8 explains how campus overrides and limits work.
Warning: Only someone with Permissions Full can grant or remove any permission on this page.
Contributions
Limited Read Contributions
Scope: Campus-scoped
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
Scope: Campus-scoped
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
Scope: Campus-scoped
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
Scope: Campus-scoped
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.
Charge Payment Methods
Scope: Campus-scoped
Can change the payment method on someone else's recurring gift.
Remote Deposit
Scope: Campus-scoped
Can access SmartPay by Jack Henry for check scanning and remote deposit.
Can Refund
Scope: Campus-scoped
Users with this permission also have the Limited Read Contributions permission.
Can refund or void any transaction they have access to.
Unrestricted Batches
Scope: Campus-scoped
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
Scope: Account-wide
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
Scope: Campus-scoped
Can view campaigns and pledges.
Full Write Pledges
Scope: Campus-scoped
Users with this permission also have the Full Read Pledges permission.
Can add, edit, and delete campaigns and pledges.
Accounting
Full Read Accounting
Scope: Campus-scoped
Can read accounting data and run reports.
Full Write Accounting
Scope: Campus-scoped
Users with this permission also have the Full Read Accounting permission.
Can edit accounting data.
Bank Reconciliations
Scope: Account-wide
Can reconcile bank accounts and run the Reconciliation report, together with accounting access.
Also needs accounting at every active campus, or at every campus of that organization when the books are split by organization. With one campus in use and no organization limit, the permission plus accounting is enough.
New in Version 8. Everyone who held Full Read Accounting or Full Write Accounting at the upgrade was given it once. If you remove it later, it stays removed.
Close Accounting Periods
Scope: Account-wide
Can close an accounting period, together with Full Write Accounting.
Also needs accounting at every active campus, or at every campus of that organization when the books are split by organization.
New in Version 8. Everyone who held Full Write Accounting at the upgrade was given it once. If you remove it later, it stays removed.
Note: Because both permissions need accounting at every campus, staff limited to some campuses cannot reconcile or close periods once your account uses more than one campus, unless their limit covers every campus of that organization.
Link Bank Accounts
Scope: Account-wide
Can manage bank account integrations.
Accounting Settings
Scope: Account-wide
Can edit accounting settings.
Permissions Full
Permissions Full
Scope: Campus-scoped
Users with this permission also have the Permissions Limited permission.
Can assign any permission to a role or user, including the financial ones.
What needs Permissions Full
Without Permissions Full, nobody can grant or remove any of these:
any contribution, pledge or accounting permission
Contributions Settings, Link Bank Accounts, Can Refund, Unrestricted Batches, Charge Payment Methods and Remote Deposit
Permissions Full itself
When someone without it saves a Custom user, a role, a copy of a role, an API key or a bulk permissions edit, campus overrides included, the existing financial permissions stay as they were and any change to them is ignored, with no message.
These are also refused without Permissions Full:
switching someone who holds a financial permission to Guest or Role Based
giving or taking away a role that holds one
switching someone who holds such a role to Custom
deleting a role that holds one while anyone has it
When your account uses more than one campus
Permissions Full only counts if you hold it at one of the person's campuses.
Editing or deleting a role needs Permissions Full in your Default permissions.
Removing a campus override whose financial permissions differ from the user's or role's own is refused without it.