Use Transaction Assignments to establish security for new transactions as they default in the download grid.

To create Transaction Assignments:
  1. In The Raiser's Edge, open the Blackbaud NetCommunity plug-in
  2. Click Options
  3. Select Transaction Assignment
  4. Use Assignment Filters to provide specific security roles for defined groups in The Raiser's Edge or use Transaction Properties for general security for defined groups.
    • For example: Use Transaction Properties to allow a group general access to process donations. Use Assignment Filters to secure the processing of specific types of donations such as credit cards or checks.
  5. Click OK