Funding Owner
Prepares funding cases and supporting evidence within the assigned organization.
Can
- Manage funding cases, record attachments
- View Programs, fund events, review decisions
Starts on: Open Funding Pipeline
- Fundraising Campaign Manager
- Roles and permissions
Who can do what in Fundraising Campaign Manager
Assign case preparation, independent decisions and reconciliation to accountable people.
How permissions work
Keep organization scope
A member belongs to an organization, and decisions must use the same scope as the case and program.
Separate preparation from approval
A case owner supplies evidence; an independent reviewer records the decision against the current revision.
Control money movement
Finance records confirmed activity, while a reviewer authorizes eligible disbursement scope and operations staff verify exceptions.
Who can do what
| Role | Funding cases | Organizations and programs | Review and evidence | Funding activity | Disbursement control | Matching gift claims | Operations reconciliation |
|---|---|---|---|---|---|---|---|
| Funding Owner | Edit | View | Edit | View | Edit | Edit | — |
| Funding Reviewer | View | View | Edit | — | View | View | — |
| Finance Operator | View | — | View | Edit | View | View | Edit |
| Matching Gift Reviewer | View | — | View | — | View | Edit | — |
| Operations Analyst | View | — | View | View | View | View | Edit |
| Admin | View | Edit | Edit | View | View | View | View |
Each role in detail
Funding Reviewer
Independently decides submitted funding cases and records reasons against the reviewed revision.
Can
- Manage review decisions
- View funding cases, record attachments, Programs
Starts on: Funding Cases Awaiting Review
Finance Operator
Records confirmed fund activity and prepares disbursement work for review.
Can
- Manage fund events, operation receipts
- View funding cases, review decisions, record attachments
Starts on: Confirmed Receipt Events
Matching Gift Reviewer
Decides evidence-backed matching gift claims independently of their preparation.
Can
- Manage matching gift claims
- View funding cases, record attachments, review decisions
Starts on: Matching Claims Awaiting Review
Operations Analyst
Investigates operational exceptions and verifies local effects before completion.
Can
- Manage operation receipts
- View funding cases, fund events, matching gift claims, record attachments
Starts on: Matching Claims by Decision
Admin
Maintains organization and program scope and assigns operating members.
Can
- Manage Organizations, Programs, team members, Users, exchange rates
- View funding cases, fund events, matching gift claims, operation receipts, review decisions, record attachments
Set up Fundraising Campaign Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.