RENXT Refund button access/visible -Update Blackbaud User’s permissions to list the Refund button on its own and not tied to Blackbaud User’s gift entry access. One could accidentally initiate a refund with no approval needed. It’s our understanding that at the moment any user who has access to edit a gift record can also see the option to process a refund. Because these two actions share the same permission, it isn’t possible to remove or restrict the refund option separately without also removing the ability to edit the gift entirely. We request these two items be separated under the permissions parameter.
This is so important! The "edit gift" permissions include manually entering a credit card number over the phone, something we trust all our customer service staff to do (including interns). We do not want these same staff members to have this refund button available!
Very concerning that gift entry staff can click on Refund without checks and balances of Finance team