Record Security

From Security, Financial Edge NXT record security, use bank security groups to categorize your bank accounts and determine the level of view and edit access. You can then assign users to those groups and ensure they access only the bank accounts you specify. This allows you to control which bank accounts a user can access by creating or editing bank security groups and assigning users to these groups accordingly. This helps in ensuring that users only have access to the specified bank accounts, maintaining data integrity and confidentiality within the system.

You can also manage signature, account, and project security which gives specific users permission to use only the signatures, accounts, and projects you specify.

Bank Security Groups and Users

From Security, Financial Edge NXT record security, under the Bank security groups tab, view a list of existing groups or add new ones. Select New, enter a name and description, choose view and edit access, and save.

Tip: Since you'll likely have numerous bank security groups, we recommend using descriptive names you can easily identify.

Use the menu next to each group in the list to quickly edit or delete.

After you work with groups, you'll assign users as necessary. This ensures users access only the bank accounts you specify. As people join or leave your organization over time, you'll need to maintain access.

From the User security tab, search for and view the list of existing users. From user's menu, select Manage bank security groups and select (or clear) groups as necessary.

User Security - Edit a User Name

From Security, Financial Edge NXT record security, under the User security tab, admins can search for and modify user names. From a user's menu, select Edit, make changes, then save.

User Security - Signatures

For a consistency, choose which signatures a user can access and use. From Security, Financial Edge NXT record security, under the User security tab, search for and view the list of existing users. From a user's menu, select Manage signature security and select (or clear) signatures as necessary.

User Security - Accounts and Projects

To ensure data integrity and confidentiality, determine which accounts and projects a user can access. From Security, Financial Edge NXT record security, under the User security tab, search for and view the list of existing users. From a user's menu, select Manage account security or Manage project security. You can then grant or prevent access to all or selected accounts and projects.

User Security - Delete Users with no Blackbaud ID Link

To support accurate data and account management, users with specific permissions can delete users without Blackbaud ID. From Security, Financial Edge NXT record security, under the User security tab, clear Show only users with email. From a user's menu, select Delete.

Note: You can only delete users that don't belong to any approval rule or group and are not linked with Blackbaud ID.

View-Only Access

You can allow users to view, but not modify data. From Security, Financial Edge NXT record security, under the User security tab, choose Edit from a user's menu. Select User can view data but cannot make changes. This option is only applicable for non-admin users.

Note: A user with view-only access can still add invoice requests and purchase requests, and will still have full access to reports and queries. The "view-only" label does not restrict your users' ability to create and run reports and queries.

View-only users can also be restricted by group rights. If you add a view-only user to a group with rights only to Payables, they will only be able to view data in Payables.

Adding a view-only user to a security group that has add, edit, or delete rights to records will not increase the user's rights.