Query View Permissions in Features

All queries are based on a source view. Source views determine the child views and field categories available to include in a query. The record type on which a query is based determines in which features the query is available and how it is used in the program.

When you grant permissions for ad-hoc queries to a role, you must grant rights to the root query view for the feature in the tree view. The user will not be able to create new ad-hoc queries without access to the root query view, such as constituents or mailings.

Also, users are not able to access any saved queries that use fields from query views to which they have not been granted rights. Any denied queries do not appear for that user when the user logs into the program.

For a system role, you can specify constituent security to limit access to certain constituents. Constituent security applies to queries and query results. A user without rights to security Group A will not see information pertaining to Group A constituents in query results. Queries that contain constituent records to which the user does not have access in the results will still appear in the Ad-hoc Query List for a user (if that user has rights, through a role, to the appropriate query views), but the user will not be able to see the restricted records in the results.