Creating Private Constituents

Michael R · October 2015

New to the community. Had a question come up regarding a new campaign taking place. We will be importing a large number of employee records (Approx 4,000) and would like to keep their address information and other personal information private, allowing only a few select team members to have accesss. Is this possible to setup in the security settings?

Merrie Beth Nauman · October 2015

Yes - this is in security - done by Constituency Code. Go to Admin - Security and open the group you want to allow or restrict access to. Restrict takes precedence over allow access. Hope that helps!

Michael R · October 2015

Thanks for the response, I will take a look into this!

Creating Private Constituents

Comments

Categories