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Attachment Rights

To create a complete picture of constituents and fundraising efforts, users can attach files — such as correspondence or presentations — to records. Under Attachment rights on the record of a security group, system admins can choose whether its members can manage attachments for campaigns, funds, and appeals.

In the database view, system admins can also give security groups rights to access, add, edit, or delete attachments for constituent, gift, and action records.

Tip: Be patient. It may take up to five minutes for security changes in Control Panel or the database view to take effect.