Change constituent on Payment on a revenue transaction

Non-Admins may not have the ability to use the 'Change Constituent on Payment' feature under Tasks on a Revenue transaction screen
1. As an admin go to a revenue page with ‘Change constituent on payment’ showing, click on Design mode in the upper right had corner.
2. Once in design mode right click on ‘Change constituent on payment’ under Tasks.  Now click ‘Go to data form instance’. 
3. Click on Assign Permissions then assign the non-Admin to a security team that you have designated. 
4. Click save, exit out of the data form page and out of design mode. You may need to refresh your browser or try a new browser just to make sure this isn’t cached.
User should now have the ability to access the task


 Blackbaud CRM

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