Constituent Security

To view information about the security groups and sites to which the constituent belongs, select the Security tab.

Security groups enable you to divide constituents into partitions. You can then establish different roles and apply a different security group to each role. Feature permission settings in a role apply only to records included within the specific security group. For example, you may grant two roles rights to the same constituent features, such as the ability to add and edit constituent addresses, but users in one role can access only constituents in the School of Law group, while users in the other role can access only constituents in the School of Medicine group. Under Security groups, you can view and manage the security groups that include the constituent.

Tip: Your organization sets up security groups in Administration. In Administration, you can also configure a business process to automatically apply or remove the assignment of a security group to constituents.