To grant Cross Center Transaction Management permissions to a center administrator group

  1. Switch to All Centers mode.

  2. Click Constituent360 > Centers. The Center List page displays.

  3. Click the Name of the center for which you want to grant permissions. The Center Details page displays.

  4. Click the Manage Administrators link. The Administrator Group List displays.

  5. Click the Edit Permissions link, under Actions, for the center administrator group for which you want to add permissions. The Edit Permissions page for that center administrator group displays.

  6. For Permission Type, select Cross Center Transaction Management from the drop-down menu.

  7. Click Choose. The Default Permissions (roles) for that permission type display.

  8. If you want to grant these center administrators permission to see transactions made in all centers associated with your site (when viewing a constituent record in center mode), check View Cross Center Transactions and save your changes.

  9. If you want to grant these center administrators permission to see transactions made in select centers, leave No additional permissions checked as the Default Permission.

    1. Click Add an override. The Group Permission Override page displays.

    2. Select the Category Name of the Center whose transactions you want to permit these center administrators to see (for example, Center B).

    3. Click View Cross Center Transactions (for the group whose permissions you are setting).

    4. Click Save. You return to the Group Permissions page where the override should now display.

    5. Click Save to save this Group Permissions page.

  1. Repeat the override process for any additional Centers you would like to add, saving your changes each time.

Use this same procedure to add the Contact Management and Transaction Management permissions for this group.

Subsequently, when members of this center admin group access the Cons360 Transactions tab for one of their center members (in single center mode), they will be able to see transactions for that constituent that are associated with any of the centers that you have added here.