To add a view only user to The Raiser's Edge, create a security group with View rights and then add the user(s) to the group. (Note: The Raiser's Edge does not have View-Only or Read-Only licenses available. This user will take a seat license like any other Raiser's Edge user.)

Create the security group
  1. Start a new security group.
  2. In Group Name, enter View Only or a similarly descriptive name.
  3. Optionally, enter a Description.
  4. In Group Privileges, unmark all items except Records. (Note: Scroll down to make sure all privileges except Records are unmarked. Keep Records checked.)
  5. Highlight Records.
  6. Click Options button to the right.
    Security Group
  7. In the new window under record types that you desire the user to be able to view.
    Record Options
  8. Highlight the Record Type.
  9. In the upper right [Record Type] Privileges box:
    • Unmark all checkboxes under the Add, Edit, and Delete columns.
    • Ensure the first box in the View column is marked.
    • Review the items in the View column. Mark each item that you wish the user to be able to see. Unmark the item to hide it. If the item says N/A, it cannot be hidden.
    • (Note: Be sure to scroll down to review all items.)
  10. In the lower right, review the Miscellaneous [Record Type] Options:
    • Mark each item that you wish the user to have access.
    • Unmark each item to hide it or restrict it.
    • (Note: Be sure to scroll down to review all items.)
  11. Repeat steps 7 through 10 for each marked item in the Records Type box.
  12. Click OK.
  13. Click Save and Close.

Add a user to the group
  1. Under Admin > Security, double-click on the User Name to open its properties.
  2. Mark Selected group rights.
  3. Click on the << button to remove all groups from the Member of list.
  4. Highlight the View Only group under Not a member of list.
  5. Click > to move it to Member of. (Note: For true view-only access, ensure that only View Only group(s) are selected. If the user has any other security groups selected in Member of with Add, Edit, and/or Delete rights, those rights will take precedence over any View Only group rights.)
  6. Click Save and Close.
  7. If the user is logged in The Raiser's Edge when the update is made, ask them to exit and sign out of The Raiser's Edge and log back it for the updated security to take effect.