Permissions your staff needs before posting contributions
- If you are now using our new offering software, click the following link for the instructions for adding fund permissions.
- Make sure your staff member has access to the Offering Module and the right to View and at the very least Add/Edit. (To give them access, go to the Administration tab → Manage Staff → select the staff name)
If you have some Access Rights for the Offering Module in your Staff Profile, it should look something like this:
See our article about access rights and what they mean to determine if you want to give your staff rights to delete contributions or close batches: About Staff Permissions and Access Rights
- Make sure your staff member has Fund Permissions for any of the funds for which they need to create batches, run reports, view giving history, or post contributions. To add fund permissions go to Offering → Funds → Fund Permissions → Manage by Member. If you have the necessary Fund Permissions it should look something like this:
See our article about setting Fund Permissions for your staff: How to assign fund permissions to my staff
Once you've done both of these steps, your staff should be able to post to any of the funds for which you've given them permission.