Hello Everyone,
Do any of you know a way to prohibit certain login groups from seeing contributions and payments in the transaction tab? We are looking for a way to only allow our Advancement and Finance departments see that information.
Thoughts?
Chris
Hi Chris,
Have you control grouped related elements? This allows you to profile different parts of your database.
Create a control group in TR_CONTROL_GROUP so you can then assign to the user groups in question (Finance and Advancement) in the security utility then apply the control group to elements like Campaigns, Appeals, Funds (under Campaigns in the GoTo menu), Seasons (in TR_SEASON).
More details at http://www.tessituranetwork.com/~/media/Documentation/Security/Control_Groups.ashx
Cheers,
Kevin