fundraiser security

@Audrey Katzman - It is possible to restrict access through out the database using Gift Security by Fund, Security by Notepad Type, Action Security by Type, and Security by Constituency.

@Audrey Katzman

I am seconding @Austen Brown's and @JoAnn Strommen's advice. I would add that I can see a benefit to restricting access to certain fundraisers, IF you are enabling access for non-Development fundraisers, such as Board members, student workers, and volunteers. I may want my volunteer fundraiser to be able to add actions and notes out on the field, perhaps, without having access to my entire database. (At our own org, in the past we have restricted access to certain Note types, because we were letting our college recruiter use the system and add confidential notes to candidates that we did not even want our own Development staff to view.) If the fundraisers are within your department, though, like JoAnn I can't see the gain.

Your reasons for wanting to restrict access will have to determine your approach. Perhaps it's alright for your Board to see your entire donor list, but you don't want them to view gift history. Then, simply restrict that user's viewing rights for gifts. (They can bring any pledges to your gift entry staff for adding.) Perhaps you don't want volunteers to read other people's notes. Then, create a Note Type especially for them and restrict to only that.