What Every Database Administrator Needs to Know About The Raiser’s Edge® SEAN PATRICK HOLLAND

#bbcon #LearnLab

#SeanPatrickHolland#TheRaisersEdge

Tweet This Now

2 #bbcon

Agenda

• Discuss the role of security settings in The Raiser’s Edge• Identify key settings in Configuration, Administration, and Records• Explore security groups

3 #bbcon

Overview

4 #bbcon

The Role of Security Settings in The Raiser’s Edge

5 #bbcon

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.

6 #bbcon

Program Configuration

7 #bbcon

• 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

8 #bbcon

• 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

9 #bbcon

Security Groups

10 #bbcon

Security Details

11 #bbcon

Security Group User Group

Collection of Rights

UniqueLogin

Create Security Groups

12 #bbcon

Plan Rights for Your Security Groups

13 #bbcon

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

14 #bbcon

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.

15 #bbcon

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

16 #bbcon

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.

17 #bbcon

Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. 

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.

Did this session leave you feeling electrified?

18 #bbcon

Training and Certification

Make Your Daily Tasks Easier Execute Faster

Increase Your Effectiveness

Visit the Expo’s Training Booth

19 #bbcon