Security

It is important that your organization establishes a consistent and thorough approach to security throughout eTapestry. Based on your security needs, you need to restrict who can perform specific tasks and optionally, decide whether you want to restrict access to account and gift information.

In eTapestry, you can set up basic security or advanced security. Basic security is available to all eTapestry customers and provides a way for you to limit who has access to areas of the application and who can perform specific tasks, such as view, create, and run a mass update. If you use the Advanced Security module, you can limit constituent and journal data that users view. For example, you can keep your major donor's contact information and gift information private from a group of eTapestry users.

Other examples of basic and advanced security include the following.

• Use basic security to enable data entry for a group of volunteers. To prevent them from viewing past donations, you must apply advanced security.

• Use basic security to grant account record access to users at your chapter offices. To prevent them from viewing records outside of their area, you must apply advanced security.