Admin Level - Financial Admin Full Access or Fundraising Administrator

Any Full Access Financial Admin can access the Fundraising Obligations Admin area (different than TUMoney). Such a one can also designate ONE active Account, even one at the Not an admin level, as a Fundraising Administrator.

  1. Go to Fundraising Obligations Admin.
    1. Chameleon users: In the side menu click Billing Admin > Fundraising Admin.
    2. New CMS users: In the side menu click Business Tools > Fundraising Obligations Admin.
  2. Click Fundraising System Setup tab.
  3. In Step 6 select the Fundraising Administrator from the list of active Accounts in the system.
  4. Click Save Changes and the assigned Account can then access the system.

If that account is anything less than a Financial Admin they will ONLY be able to access the Fundraising Admin portion of Billing Admin.

See Also
TUMoney Fundraising Platform
Fundraising System Setup