Users may want to grant a Security Group rights only to Online Express within the Raiser's Edge. Users in this Security group will only have access to Home, Online Express, Plug-Ins and Help in the Raiser's Edge navigation bar.
To add the Security Group and the new User in the Raiser's Edge:
1. Select Admin from the navigation bar. 2. Select Security. 3. Click New Group. 4. Enter a Group Name. 5. Under Group Privileges, unmark each checkbox. 6. Save and close the New Security Group. 7. Add the new user to the Raiser's Edge, and assign them to the Security Group saved in Step 6.
To grant the Security Group access to Online Express:
1. Select Online Express from the navigation bar. 2. Select Account>Integration Options. 3. On the Online Express Options window, select Security. 4. Mark the checkbox corresponding with the Security Group created in previous steps. 5. Click Ok.