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.
From Control Panel, select Security.
Under Security groups, select the name of the group.
Under Attachment rights, select Edit rights.
Choose whether the group's members can view attachments on campaign, fund, or appeal records.
If so, choose whether they can also add, edit, or delete attachments on those records.
From the database view, in Administration, select Security.
In the Security list, open the group.
Under Group Privileges, select Records and then Options.
Under Record Types, select the type of record — Constituents, Gifts, or Actions (Constituent) — to set rights for.
Under Privileges, select View to enable group members to access the records. You can also choose whether members can add, edit, or delete these records.
For constituent records, select additional permissions for Notes and Media under Constituents Privileges.
Select OK, and then Save and Close.
Tip: Be patient. It may take up to five minutes for security changes in Control Panel or the database view to take effect.