Business Rules And Security Settings In Raiser's Edge 4153

Business Rules And Security Settings In Raiser's Edge

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Is your Raiser's Edge database configured the way you need it? It never hurts to audit it periodically. The needs of your organization change over time, and so should your Raiser's Edge database configuration. Here are some key areas to check as part of your audit:
 
  • Business Rules: focus on checking duplicate criteria, gift options, constituent options and user defined rules. You shouldn't need to make many changes, but reviewing is key. User defined rules will likely change the most.
  • Security settings: review security groups 1-2x per year (this should be part of your year-end audit at the very least), and add/remove users as needed (assigning them to one security group in Raiser's Edge). Restrict the number of users that have "Supervisor" rights to two (2) if possible.
  • Bonus: review other things in Configuration such as Letters, Tables, and Addressees/Salutations as these tend to change at least annually (in many organizations I've worked at least!).

Want more tips? I'm leading an interactive webinar called 30-Minute Tips & Timesavers on November 15 at 1pm ET where you can learn more about Raiser's Edge business rules and security settings from me and other Raiser's Edge users.
News Raiser's Edge® Blog 11/06/2017 11:22am EST
Added by Chris Geady
  

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4 Comments
Gary Stokley Gary Stokley Feb '23

Starting a business can be challenging, but it pays off later. I'd want to learn more about efforts like this one. I had a lot of new ideas that I wanted to commercialize on a global basis. So I found a company that can help me with this step

First and foremost, I require the formation of an offshore organization, but I also require aid in opening accounts and performing financial transactions.

Kelly Hogan Kelly Hogan Mar '19
Security Settings have been KEY in keeping data clean. Removing access to all users adding items to tables makes a world of difference! 
Austen Brown Austen Brown Jun '18
All excellent ideas to include on an annual audit of the database.  I'll have to add them to mine.
Chris Geady Chris Geady Nov '17
Hi,

As a follow up to this webinar, I've posted the answers to all unanswered questions here: https://community.blackbaud.com/events/item/2/1584

Enjoy!

Cheers,
Chris

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