- Open the Project record
- Select the Account Restrictions tab
- In the Restriction drop-down field, select one of the following:
- Allow use of all accounts: allows any accounts to be used
- Allow use of selected accounts: allows only those accounts selected to be used
- Restrict use of all accounts: restricts use from all accounts
- Restrict use of selected accounts: restricts only those accounts selected
- If either Allow use or restrict use of selected accounts is selected, you may then choose to include the accounts by range, query, or selected.
- Select the appropriate range, query, or accounts
- Save the project record
Connect and collaborate with fellow Blackbaud users.