Online Express: how can we limit user rights on Online Express

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Jutta Devenish
Jutta Devenish ✭
Ninth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
I would like to know how we can limit rights for users of Online Express. For example, I would like the Finance team to be able to access the online express commit section in order to check whether the online gift records match up with our existing recortds but do not want to give them access to the email or events section nor do I want them to be able to edit the donation forms. How can I do this? 
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  • Jennifer McHale
    Jennifer McHale ✭
    Ancient Membership Facilitator 1 Photogenic

    I don't believe this is possible. I wanted to do something similar - allow access for our marketing team to create emails - but not allow access to transactions.


    I really thought I had suggested this as an idea - but can't find it now.


    I'll definitely vote if you want to re-create the suggestion!

     

  • Jutta Devenish
    Jutta Devenish ✭
    Ninth Anniversary First Reply
    Hi

    Great!

    How do I re-create this? Sorry, new to this.

    Jutta
    [http://www.dynamicit.co.uk/keswick/keswicklogo4.jpg]

    [http://www.dynamicit.co.uk/keswick/change2016.jpg]

    ________________________________

    Keswick Ministries is the operational name for the Keswick Convention Trust
    Registered Charity No:1083584
    Company No: 3913741 VAT Reg No: 533573935
    Registered Office: Skiddaw Street, Keswick, Cumbria, CA12 4BY

    ________________________________


  • Michele Stender
    Michele Stender ✭
    Tenth Anniversary Facilitator 2 Photogenic

    Jutta Devenish:

    I would like to know how we can limit rights for users of Online Express. For example, I would like the Finance team to be able to access the online express commit section in order to check whether the online gift records match up with our existing recortds but do not want to give them access to the email or events section nor do I want them to be able to edit the donation forms. How can I do this? 

    Hi Jutta and Jennifer,

    I think I might have some options that will help you both. If you look under your Account Menu in Online Express > then Integration Options > to Transaction Assignment. You can cherrpy pick some of the groups that have access to process transactions. It won't enable the donation/email/events section but it does give you some flexibility in your assignments. Not the exact fix you are looking for but I hope this helps!

    51d6adf5d8d61def248163ba80582ff9-huge-oe

  • Jutta Devenish
    Jutta Devenish ✭
    Ninth Anniversary First Reply
    Thank you! It is a good tip, but does not solve the issue of
    different levels of access within Online Express. Thank you
    though! 

    On 25 Jul 2016, at 17:57, Blackbaud Community
    <community@blackbaud.com> wrote:



    mySWL
    Instant Alert

    Hi Jutta!

    Jutta Devenish:

    I would like to know how we can limit rights for users of Online
    Express. For example, I would like the Finance team to be able to
    access the online express commit section in order to check whether
    the online gift records match up with our existing recortds but do
    not want to give them access to the email or events section nor do
    I want them to be able to edit the donation forms. How can I do
    this? 

    Hi Jutta and Jennifer,

    I think I might have some options that will help you both. If you
    look under your Account Menu in Online Express > then
    Integration Options > to Transaction Assignment. You can cherrpy
    pick some of the groups that have access to process transactions.
    It won't enable the donation/email/events section but it does give
    you some flexibility in your assignments. Not the exact fix you are
    looking for but I hope this helps!

    51d6adf5d8d61def248163ba80582ff9-huge-oe


     
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    keswicklogo4.jpg

    change2016.jpg

    Keswick Ministries is the operational name for
    the Keswick Convention Trust

    Registered Charity No:1083584

    Company No: 3913741 VAT Reg No: 533573935

    Registered Office: Skiddaw Street, Keswick, Cumbria, CA12 4BY

     

  • Jennifer McHale
    Jennifer McHale ✭
    Ancient Membership Facilitator 1 Photogenic

    Michelle,

    I was able to set up different groups to access OLX, but, as Jutta mentioned, we'd like to lock down the access within OLX.

    Generally, the same people don't need to access transactions and email marketing (we happen to have overlap with events / transactions in our office,  but I wouldn't be surprised if other organizations didn't want the same people accessing that information either).

    We see it as a big security concern since only certain staff are able to view financial information. I can keep our marketing folks from viewing constituent records (and the information contained within them), but cannot limit what they see in OLX, if I don't process transactions first.

    Thanks!

  • Michele Stender
    Michele Stender ✭
    Tenth Anniversary Facilitator 2 Photogenic

    Jennifer McHale:

    Michelle,

    I was able to set up different groups to access OLX, but, as Jutta mentioned, we'd like to lock down the access within OLX.

    Generally, the same people don't need to access transactions and email marketing (we happen to have overlap with events / transactions in our office,  but I wouldn't be surprised if other organizations didn't want the same people accessing that information either).

    We see it as a big security concern since only certain staff are able to view financial information. I can keep our marketing folks from viewing constituent records (and the information contained within them), but cannot limit what they see in OLX, if I don't process transactions first.

    Thanks!

     

    Jennifer and Jutta, Thanks for the extra detail. These are things we are taking into consideration as we continue to develop or next generation of products. We really appreciate the feedback!

  • Corrine Duncan
    Corrine Duncan ✭
    Ancient Membership Facilitator 1 Name Dropper Photogenic
    Is there any update on being able on this topic in allowing granular or limited access within Online Express?  It is confusing that this seems to be the only area where we cannot define down access so that we do not have dozen of hands in the bucket and have to work through the issues and lack of security this causes.  
  • Chris Martin
    Chris Martin ✭
    Ancient Membership Facilitator 2 Photogenic
    Hi Corrine Duncan‍. There are no plans to change the current security model in Online Express. The next gen capabilities that are beginning to replace Online Express in RE NXT are coming online. Email is now generally available. Donation and Event Registration forms are being rolled out in waves. And each of those capabilities is independently securable. We definitely appreciate the need for the right level of granularity in applying user permissions and hopefully the all new user security model in RE NXT delivers the granularity you'll need. 


    Thanks,

    Chris Martin

    Blackbaud Product Management

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