Transactions and constituents will be assigned to a security category at the time of their creation. If an admin cannot see a specific transaction or constituent, their admin group may have an override preventing their access to transactions and constituents in the corresponding security category. To review what overrides may be limiting access to a security category for an admin group:
  1. Select Constituent360 > Constituents
  2. Search for the Admin and click View
  3. Select the Groups tab and search for the Admin Security Groups the admin belongs to (These will normally have a padlock and a Red "A" by the name)
  4. Review the permissions and overrides for this admin group