Batch Assignment with default Constituent Site creates new organization record without site assignment, while the same batch assignment creates new individual constituent records with site assignments.
We’re currently evaluating this issue for a fix in a future release.
Steps to Duplicate
In CRM, go to Web > Manage Web Transactions
Go to Batch Assignment Settings tab, expand and edit BBIS Donation batch assignment
Edit the Batch options batch assignment (or add one) that is not the Default assignment
Make sure the Default setting for Constituent site is setup, click OK
Setup an Appeal and Designation that has Site Security (Same site as assigned in step above)
Login to BBIS as a Supervisor User
Access/Edit a Donation form
Add the Designation and Appeal to the Donation form (records setup in step above)
For Donor options, make sure Allow Corporate gifts and matching gifts are marked
Submit a donation as an individual and as a organization
After Committing both batches in CRM Web > Manage Web Transactions, check the Security tab for the individual and organization records in CRM and notice that only the Individual record has the Site Security