Due to the sensitive nature of planned gifts, when you unlock RE:PlannedGiftTracker, by default, users do not have rights to the new functionality. To grant access to RE:PlannedGiftTracker:
  1. Navigate to Admin > Security
  2. Open the appropriate Security Group
  3. Under Group Privileges, highlight Records
  4. Click Options
  5. In the left frame of the Security Options screen, highlight and mark Planned Gifts
  6. In the right frame, mark the appropriate options: View, Add, Edit, or Delete
  7. Click OK
  8. Click Save and Close