Record Security

To limit which information users can access, admins can choose which records their security group can work with based on selected criteria such as fund or constituent code in the database view.

When you secure constituents based on constituent code, you can allow or restrict the security group's access to them.

Note: Restrict permissions override everything else. For example, if you're a member of a group that allows a constituent code and another that restricts it, you can't view records with that code.