1. In Administration, click Security
  2. Open the group that the user belongs to
  3. Mark the Config box, then click Options
  4. Mark the Financial Institutions checkbox
  5. Click OK
  6. Give the user rights to add to the Bank code table.
  7. Give the user rights to Personal Information Data Entry
Note: If the affected user is logged into The Raiser's Edge when these security updates are made, they'll need to exit/sign out and log back in to the application in order to take effect.