Access groups

Security levels or Access groupings define functional groups of people as per the examples in the screen below. These access groups can be

• As broad as a department
• As specific as a person or two

To use this feature, you need to do three things:

• Create a list of departments of access groups to suit your needs in this code table
• Assign an employee to one or more access groups
• Assign a specific record to one or more groups using the access field on each record. If the employee matches any one of the groups, they will be able to see the data. This applies to:
  • Donation records
  • Ticket Sales
  • Ticket Reporting
  • Tasks
  • Mail Lists
  • Donation Campaigns
  • Play Access
  • Performance Access
  • Volunteer Activities
  • and more