How do we now give users certain fund access in NXT?

Angie O'Neill
Angie O'Neill
Tenth Anniversary Name Dropper Facilitator 1 Loyalty Badge
in Blackbaud Financial Edge NXT® General Discussions

This use to be done in database view but I'm not seeing it in NXT. Any ideas?

Thanks!

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Angie ONeill
    Just to make sure, are you talking about Account Funds in FE that are in GL Settings under GL Setup? Or is funds something different where we've renamed a common function in FE to funds, i.e. Project to funds?

  • Patricia Nowak
    Patricia Nowak Community All-Star
    Sixth Anniversary Kudos 1 Name Dropper Participant

    @Angie ONeill
    Hi Angie, To set up specific access to accounts and projects you have to go into Record Security, then User Security, under Control Panel. In this area, under each user you can set multiple types of access. Please note that you can't set any of this up until a new user accepts their “invitation” to FE NXT.

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