Permissions for Changing Soft Credits

The document below, found in the Community, describes how to change soft credits in TeamRaiser. Unfortunately, the TeamRaiser Management Group doesn't seem to have permission to do this. Is there a particular admin group that has this permission, or, better yet, which permission can be added to the TR Management Group that would allow this? I know there is potential for problems here as it looks like the same permission also allows one to issue refunds.

Thanks,

Walter

What is a TeamRaiser Soft Credit and how do I use it?

VERSION 1 Published h3. Created on:Jul 9, 2007 1:23 PM by Guest - Last Modified: Jul 9, 2007 1:30 PM by Guest

Reassigning donations in TeamRaiser is now being done through a change to the Soft Credit for the Donation.

The "Change Soft Credit" link allows you to move credit for a donation from the current donor (if any) to any of the following: a TeamRaiser Participant, a TeamRaiser Team, a TeamRaiser Event, or a Tributes Fund.

Change soft credit for a gift as follows:

1. Find the transaction either through the Transaction tab of the constituent record or through Fundraising > Transactions.

2. Click the "Change Soft Credit" link to open the first screen.

3. Select where you would like to move the soft credit for the gift by clicking one of the following:

• TeamRaiser Participant

• TeamRaiser Team

• TeamRaiser Event

• Tributes Fund

4. Click the Search button to view the list that corresponds to your selection. For example,