Customize security rights in RE to allow certain donor groups to be viewed/hidden to various RE users.

Create a customization for security rights- to customize specific donor groups  viewed by a select few. i.e. employee donors only viewed by their respective giving officer and not the entire time.

  • Guest
  • Jun 14 2018
  • Already exists
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  • Jarod Bonino commented
    June 14, 2018 14:59

    I was just about to post the same reply. Please do look into Security by Constituency. If that doesnt quite fit the bill for what you are looking for, do please comment back on this idea to clarify what it is that the existing feature doesn't account for.


    Thanks,

    Jarod Bonino

    Senior Product Manager, Raiser's Edge

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  • Guest commented
    June 14, 2018 14:56

    This already exists...it's called Security by Constituency, also useful are: Notepad Security by Type, Action Security by Type.

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