Limited Access to Query...Maybe User Group?

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Nicole Barry
Nicole Barry ✭
Tenth Anniversary Facilitator 1 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Apologies if this was asked and answered...


I belong to a rather large organization with over 200 RE users.  We recently had one of our procedure queries tampered with... which posed a question...


Is there a way to have a query available to use by a select group of users?

I know of the available checkboxes other users may run / other users may modify... but is there really only an ALL or ONE feature?


Hoping for best case scenario: Create a specific user group whose users can modify/run the query.



Many thanks for the assist!


 
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  • Stephanie Ulmer
    Stephanie Ulmer ✭
    Ancient Membership Facilitator 2 Photogenic

    Hi Nicole,

     I don't believe there is an option to limit others from being able to view queries. You already hit the others may run/others may modify option.  Don't forget that those with Supervisor rights can change queries even with the others may run/others may modify options unchecked.


    I'm assuming you have tried to limit those looking around at queries with folders?


    Your suggestion sounds like something that should be passed onto Blackbaud.


    Steph

  • Melissa S Graves
    Melissa S Graves ✭
    Ninth Anniversary Facilitator 3 Photogenic
    How many users need to use the query - if only a few, how about making a version for each of them. Have them copy yours and set it up with both checkboxes unchecked. Then uncheck the boxes on yours. Now only this small group can use that query.
  • Nicole Barry
    Nicole Barry ✭
    Tenth Anniversary Facilitator 1 Name Dropper Photogenic
    Supervisors and one other regular user need access to the query -- the query is connected to specific exports / Crystal Reports, so copying / redirecting is more cumbersome on the team as there are times when the supervisors need to access the query.


    These queries used are housed in a specific folder, and unfortunately there is no way to tell who modified the query which "broke" it.  


    Any chance we can modify who looks at a folder??  (Reaching here!!)
  • Ryan Hyde
    Ryan Hyde ✭
    Tenth Anniversary Facilitator 3 Name Dropper Photogenic
    Nope, you can't limit access to certain query folders. It does seem like you should be able to allow either read or read/write access to queries in the admin/security options, but as you've found out, there's nothing to be done there. Very frustrating.


    Two things come to mind though:

    1.) If you open up a query and go to File > Properties, you can see who last modified the query. So next time, if you see that a query has been tampered with, you might be able to figure out who did the tampering.

    2.) For important queries like this, it may be worthwhile to create backups. Create a new query folder and just save backed up versions of the query there. Since you can't limit access to this folder, maybe name it something inocuous and just don't tell anyone except a select few what it's for. Security via subtrefuge.

     
  • Nicole Barry
    Nicole Barry ✭
    Tenth Anniversary Facilitator 1 Name Dropper Photogenic

    Ryan Hyde:

    Nope, you can't limit access to certain query folders. It does seem like you should be able to allow either read or read/write access to queries in the admin/security options, but as you've found out, there's nothing to be done there. Very frustrating.


    Two things come to mind though:

    1.) If you open up a query and go to File > Properties, you can see who last modified the query. So next time, if you see that a query has been tampered with, you might be able to figure out who did the tampering.

    2.) For important queries like this, it may be worthwhile to create backups. Create a new query folder and just save backed up versions of the query there. Since you can't limit access to this folder, maybe name it something inocuous and just don't tell anyone except a select few what it's for. Security via subtrefuge.

     

    Unfortunately the other supervisor had tinkered with the query before checking that, so we couldn't tell who adjusted it...   I'll make the recommendation for backups, we've also taken snapshots of the criteria and saved it on our computers... still wish we could bunker down on security for this :)

  • Debra Holcomb
    Debra Holcomb ✭
    Tenth Anniversary Facilitator 2 Photogenic
    This sounds like a great suggestion for the 'Ideas' area of the Blackbaud Community.  If you add it and share the link, I'll be happy to vote for it.  I can see the need.
  • Nicole Barry
    Nicole Barry ✭
    Tenth Anniversary Facilitator 1 Name Dropper Photogenic

    Debra Holcomb:

    This sounds like a great suggestion for the 'Ideas' area of the Blackbaud Community.  If you add it and share the link, I'll be happy to vote for it.  I can see the need.


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