Multi-site Advanced Security

multi site Advanced Security allows organizations to specify which records a user gets to see within the database. For example, a chapter based organization may want to set security filters so that a user from the Ohio chapter only sees records where the chapter field equals Ohio. Likewise, Read More

multi site Advanced Security allows organizations to specify which records a user gets to see within the database. For example, a chapter based organization may want to set security filters so that a user from the Ohio chapter only sees records where the chapter field equals Ohio. Likewise, the Kentucky user only sees chapter equals Kentucky. However, a Midwest level user could be granted access to all records from the Midwest chapter equals Ohio, or Kentucky, or Indiana, or Michigan, and so forth. Finally, the admin user gets to see everyone. It’s very granular, because each user can have a specific filter associated with the records they get to see. It can be set to restrict access by user by gift and by contact