Set up security "Role" for purchase card user to record transactions under Treasurer / Credit Card

Sabrina Wong
Sabrina Wong
First Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hi What security role I should assign to the purchase card user to record transactions under Treasurer / Credit Card? Thanks

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Comments

  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Sabrina Wong, this article will get you the information you need here. Make sure to follow the steps at the bottom to set them up as a delegate for their card and then follow the top link for “For environments that have been upgraded to web-only user management” to see the steps in security to take.

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