Finance Roles
=============

Roles Needed for Contributions
------------------------------

Finance
    This is the only role required to view and work in Contributions,
    view results in Search Builder for conditions relating to contributions,
    run any reports under the Contributions menu, and print statements. The `Edit` role would also be helpful, so the person recording contributions can also make corrections to a person's record.

Secondary Functions and Roles
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. seealso::
    | :doc:`../Administration/Roles_Index`
    | :ref:`See Role Definitions <RoleDefinitions>` for an alphabetical listing of all user roles

.. _FinanceDataEntryFunction:

FinanceDataEntry
    Assign this role to a user that just needs to access the Check Scan application. This role is not needed by those who already have the `Finance` or `FinanceAdmin` role and, in fact, will conflict with them.

FinanceViewOnly
    This role will allow a user to view summary contribution reports, but not view contributions for an individual or view reports that give individuals' giving. This user cannot enter contribution data nor access/edit Fund Management or Managed Giving. Do **not** assign this user the `Finance` role as that role will override this one.

FinanceViewOnlyDetails
    This role is similar to the `FinanceViewOnly` role, but also grants access to view individual contributions on an individual's record.

Admin and Finance
    Only a user with these roles can assign another user the `Finance` role. Many churches prefer for their `Admin` not to have access to contributions. If that is the case and you need to assign `Finance` role to another user, submit a support request and the TouchPoint Support Team can assign the user the appropriate role.

Finance and FinanceAdmin
    In order to open a closed batch, a user must have both of these roles. We recommend that the person handling the normal day by day activities **not** have the `FinanceAdmin` role and assign that person's supervisor `FinanceAdmin`. That way, a second person is required to be involved when opening a closed batch to make any changes.

    .. note::
        It is not necessary to re-open a closed batch to make corrections or to record a returned check.
        
        .. seealso::
            | :doc:`ReturnedChecks`
            | :doc:`ContributionCorrections`

Before you continue, you may want to review the list of terms that we use in TouchPoint
relating to Contributions. 

.. seealso::
    :doc:`ContributionTerms`

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+--------------------+------------------+
| **Latest Update**  |     **6/7/2023** |
+--------------------+------------------+

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