Hello,
Is there a way to lock down plans so that only Development can see/edit them without locking other users out of the campaign? We have most of our Development campaigns control-grouped to Development, but not our Annual Fund campaign, because the Box Office needs to be able to process donations to funds in that campaign. But the Box Office users should not be able to view the Annual Fund plan that a constituent may have. Is there an easy solution I'm just overlooking here? Thanks!
You can restrict access to the plans tabs in the security module.
Ah, just found the radio button, thanks!