Attachment Rights

To create a complete picture of constituents and fundraising efforts, users can attach files — such as correspondence or presentations — to records.

  • If you manage security by group, admins can view and choose whether a security group manage attachments for campaigns, funds, and appeals under Attachment rights on its record.

  • If you manage security by role, admins can view and choose whether a fundraising role manage attachments for campaigns, funds, and appeals under Roles in Control Panel, Security.

Tip: In the database view, admins can also give 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.