what every database administrator needs to know
DESCRIPTION
Want to learn the secrets to good Raiser’s Edge security and governance? Security settings give users the access they need to your organization’s database without giving away the keys to the kingdom. Come learn database tips and tricks from our experts to ensure you maintain the access and security your database needs.TRANSCRIPT
What Every Database Administrator Needs to Know About The Raiser’s Edge® SEAN PATRICK HOLLAND
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Agenda
• Discuss the role of security settings in The Raiser’s Edge• Identify key settings in Configuration, Administration, and Records• Explore security groups
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Overview
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The Role of Security Settings in The Raiser’s Edge
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Security Settings in The Raiser’s Edge Security in The Raiser’s Edge:• Provides users access to the proper
areas and tasks in The Raiser’s Edge. • Restricts users’ access to specific
areas and tasks based on their role at the organization.
• Keeps your valuable data safe from hackers and disgruntled employees.
• Helps enforce an organization’s policies and procedures.
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Program Configuration
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• Configuration selections affect functions, defaults, and settings throughout The Raiser’s Edge.
• Configuration options speed data entry, increase the efficiency of your record keeping, and optimize the performance of the program.
Program Administration
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• Administration selections affect security settings and Financial Edge™ integration for The Raiser’s Edge.
• Administration tools assist with importing and making global changes to data along with duplicate constituent merging.
Settings on Records
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Security Groups
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Security Details
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Security Group User Group
Collection of Rights
UniqueLogin
Create Security Groups
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Plan Rights for Your Security Groups
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Group Name: Development Staff
Job Responsibility Program Area Level of Access
Add and edit constituent records
Constituent records View, Add, and Edit
Add, edit, and delete credit card information
Personal Information Data Entry
Add gifts Gift records View and Add
Use Batch to add constituents and gifts
Batch Create, Edit, Delete, and Commit
View constituent and event actions
Constituent action recordsEvent action records
View
Create reports Reports All
Create mailings Mail All
Demonstration
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Practice• A local college has partnered with you to encourage students to volunteer at
your organization. • Create a security group called Students with the following rights:
• View and add constituent and gift records. • All rights for Mail. • Create and edit constituent and gift batches.
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Summary• Discuss the role of security settings in The Raiser’s Edge
• With security roles, you can: • Use security to protect your Raiser’s Edge data• Give staff access to just the areas needed for assigned tasks• Limit access to help improve the integrity of your data
• Identify key settings in Configuration, Administration, and Records• Identify who should have access to specific areas in The Raiser’s Edge • Identify what rights users have in each area of The Raiser’s Edge
• Explore security groups• With security groups, you can:
• Define access by role at the organization• Assign new employees to a security group
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Steps to Create a Security Group
1 On the navigation bar, click Admin.
2 Click Security.
3 Click New Group.
4 Enter a name and description for the group.
5 Under Group Privileges, select the checkboxes for the areas users should have rights.
6 Clear the checkboxes for areas that users should not have rights.
7 If applicable, select a privilege, and then click Options to define additional rights.
8 Click Save and Close.
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Training and Certification
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