I am sure this is relatively simple, but we want to get it right out of the gate.
We have created a new user group in security. We want members of this group to primarily run credit cards through a ticketing batch.
What all needs to added to the user group? We want this group to also be able to close batches, edit constituent records, run/print batch reports, reprint posting reports.
We are not looking at this user group as ever creating a contribution entry, seating or printing tickets, though we would like them to print a receipt for credit cards that are processed through the batch. Posting will done by someone else.
Thanks for all your suggestions. I do have some of the documentation and some of the looks self explanatory, but we are trying to make sure we don't do this by trial and error. I appreciate your help with getting the security set up for this user group.
Michelle