Assign Constituent Information to a Security Group

From a Blackbaud Internet Solutions (BBIS) Profile Update Transaction Batch or Blackbaud Internet Solutions (BBIS) Event Registration Transaction Batch, you can assign the constituent information in a transaction to a security group. When you assign constituent information to a security group, only users in that group can access and manage the constituent records created with the transaction information. To assign constituent information to a security group, select the transaction row on the batch data entry screen and select Set up security on the toolbar. The Set up security for created constituents screen appears.

1. On the batch data entry screen, select the row of the transaction with information to assign to a security group.

2. On the toolbar, under Details, select Set up security. The Set up security for created constituents screen appears.

3. In each field, select the security group authorized to manage the constituent record created with the information. The system administrator configures the selections available. The fields that appear depend on the selected transaction type.

   Note: If the selected transaction does not contain information that will create a type of constituent record, the field for that constituent information type is disabled.

   • For an event registration transaction, the Donor and Guest fields appear.

   • For a user profile update transaction, the Spouse field appears.

4. To save changes and return to the batch data entry screen, select OK.