The document discusses security settings in The Raiser's Edge fundraising software. It explains that security settings provide access for users to proper areas and tasks, restrict access based on roles, and protect valuable data. The document outlines key security settings in configuration, administration, and individual records. It also discusses defining security groups that assign access levels by organizational role.

1. What Every Database
Administrator Needs
to Know About
The Raiser’s Edge®
SEAN PATRICK HOLLAND

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3. Agenda
• Discuss the role of security settings in The Raiser’s Edge
• Identify key settings in Configuration, Administration, and Records
• Explore security groups
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4. Overview
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5. The Role of Security Settings in
The Raiser’s Edge
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6. Security Settings in The Raiser’s
Edge
Security in The Raiser’s Edge:
• Provides users access to the proper
areas and tasks in The Raiser’s Edge.
• Restricts users’ access to specific
areas and tasks based on their role at
the organization.
• Keeps your valuable data safe from
hackers and disgruntled employees.
• Helps enforce an organization’s
policies and procedures.
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7. Program Configuration
• Configuration selections affect
functions, defaults, and settings
throughout
The Raiser’s Edge.
• Configuration options speed data
entry, increase the efficiency of your
record keeping, and optimize the
performance of the program.
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8. Program Administration
• Administration selections affect security
settings and Financial Edge™ integration
for The Raiser’s Edge.
• Administration tools assist with importing
and making global changes to data along
with duplicate constituent merging.
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9. Settings on Records
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10. Security Groups
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11. Security Details
Security Group User Group
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Collection of
Rights
Unique
Login

12. Create Security Groups
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13. Plan Rights for Your Security
Groups
Group Name: Development Staff
Job Responsibility Program Area Level of Access
Add and edit constituent
records
Constituent records View, Add, and Edit
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Add, edit, and delete credit
card information
Personal Information Data Entry
Add gifts Gift records View and Add
Use Batch to add
constituents and gifts
Batch Create, Edit, Delete, and
Commit
View constituent and event
actions
Constituent action records
Event action records
View
Create reports Reports All
Create mailings Mail All

14. Demonstration
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15. Practice
• A local college has partnered with you to encourage students to
volunteer at your organization.
• Create a security group called Students with the following rights:
• View and add constituent and gift records.
• All rights for Mail.
• Create and edit constituent and gift batches.
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16. Summary
• Discuss the role of security settings in The Raiser’s Edge
• With security roles, you can:
• Use security to protect your Raiser’s Edge data
• Give staff access to just the areas needed for assigned
tasks
• Limit access to help improve the integrity of your data
• Identify key settings in Configuration, Administration, and Records
• Identify who should have access to specific areas in The
Raiser’s Edge
• Identify what rights users have in each area of The Raiser’s
Edge
• Explore security groups
• With security groups, you can:
• Define access by role at the organization
• Assign new employees to a security group 16 #bbcon

17. Steps to Create a Security Group
1 On the navigation bar, click Admin.
2 Click Security.
3 Click New Group.
4 Enter a name and description for the group.
5 Under Group Privileges, select the checkboxes for the areas users
should have rights.
6 Clear the checkboxes for areas that users should not have rights.
7 If applicable, select a privilege, and then click Options to define
additional rights.
8 Click Save and Close.
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19. Training and Certification
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Execute Faster
Increase Your Effectiveness
Visit the Expo’s Training Booth
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