Attachments Security

To create a complete picture of constituents, events, and fundraising efforts, users can attach files — such as correspondence or presentations — to records. To manage who can use these features, admins can provide access.

  • In the web view, admins can view and choose whether a fundraiser role can view, add, and edit attachments on events, campaign, fund, or appeal records under Security Roles in Control Panel, Security.

  • In the database view, admins can manage a security group's access to attachments for constituent, gift, and action records in the web view.

Note: The rights to view and manage attachments on event records is based on whether the role has rights to view, add, and edit events. For more information, see Events Security.

  1. From Control Panel, select Security, Security Roles.

  2. Under Fundraising roles, select Edit role from the role's menu.

  3. Under Attachment tasks, choose how the role uses attachments on campaign, fund, or appeal records.

    • To give the role complete access to attachments for campaigns, funds, and appeals, select Manage all attachments.

    • To give the role complete access to attachments for campaigns, funds, or appeals, select Manage campaign attachments, Manage fund attachments, or Manage appeal attachments.

    • To give the role limited access to attachments, select Show permissions and choose whether it can view, add, edit, or delete attachments for each record type.

  4. Select Save.

In the database view, admins can manage a security group's access to attachments for constituent, gift, and action records in the web view.

  1. In Administration, select Security and open the group.

  2. Under Group Privileges, select Records and Options.

  3. Under Record Types:

    • Select the type of record — Constituents, Gifts, or Actions (Constituent) — to set rights for.

    • To enable the group to access the records, select View and choose whether its members can also add, edit, or delete those records.

    • For constituent records, select additional permissions for Notes and Media under Constituents Privileges.

    • For gift records, select additional permissions for Media under Constituents Privileges.

  4. 4. Select OK and Save and Close.