What are best practices for restricting access to RE for volunteers?

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Connie Handlin
Connie Handlin
Seventh Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion
We have had many volunteers and consultants come and go in our company during times of staff turnover. We currently have one volunteer who has been asked to help with fundraising efforts. However, there is a concern about giving him access to RE and constituent/donor records. What are best practices for restricting access to RE for volunteers?
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  • Dale Anania
    Dale Anania
    Ancient Membership 25 Likes 10 Comments Photogenic
    I would start with creating a Volunteer Confidentiality form (see attached) for them to sign when they begin volunteering. For RE, in Security, I would create a Basic login group for volunteers that is very limited to just the areas they will be working in. Don't allow them to delete records, export, or go to any section they aren't going to need to access. For example, block them from the Prospect tab, etc.
  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary 5,000 Likes 2500 Comments Photogenic

    Connie Handlin:

    We have had many volunteers and consultants come and go in our company during times of staff turnover. We currently have one volunteer who has been asked to help with fundraising efforts. However, there is a concern about giving him access to RE and constituent/donor records. What are best practices for restricting access to RE for volunteers?

    Moved thread to the Raiser's Edge Community. Thanks!

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