Online Data Review Security

From Gifts, Overview, you can review unmatched transactions from donation forms and match them to constituent records. See Online Data Review for additional information.

To manage who can use and see these features, admins can provide access from Security.

Note: In the database view, assign users to a security group with rights to the Constituent record type that includes all Biographical, Address, and Phone privileges to manage unmatched transactions in Online data review.