Advanced Security

Use the Advanced Security module when your organization needs additional control over the data that users can view, add, edit, and delete. This module provides the following additional security features.

• Restrict contact and gift information.

• Limit access to certain accounts or journal entries.

• Restrict chapter offices so users in each office only view their local data.

• Prevent users from viewing, querying, or reporting on certain accounts or gift information.

• Prevent users from updating certain accounts or gift information.

• Prevent users from viewing and updating certain defined fields and their values.

To establish advanced security, use security queries or security codes. For most organizations, it is best to use security queries. Like basic security, you then use security groups to grant or deny data to users in the group.

Tip: When you use advanced security, the permissions also apply to data in outputs for reports and exports. eTapestry applies permissions before running queries to generate the correct report and export information.