For each active user, select the appropriate security group from the Security Group submenu.

 
     
    • To assign the user highest database access, select Supervisor. The Supervisor security setting in The Raiser's Edge is similar to the 'Top Level' security setting in GiftMaker Pro.

      Note: A user in the Supervisor security group has full access to all areas of The Raiser's Edge, which includes Administration (Admin) and Configuration (Config).  The user can view, add, edit, and delete records and can use all report tools.  The Raiser's Edge tracks the database activity of the user with a generic 'Supervisor' user name.


       
    • To assign the user full database access, select Privileged.  A user in the Privileged security group has access to the same areas of The Raiser's Edge as a user in the Supervisor security group.  However, The Raiser's Edge tracks the database activity of the user with the user's specific user name.


       
    • To assign the user access to enter data in the database, select Data Entry.  The Data Entry security setting in The Raiser's Edge is similar to the 'Data Entry' security setting in GiftMaker Pro.

      Note: A user in the Data Entry security group can access Configuration (Config) in The Raiser's Edge, but not Administration (Admin).  The user can view, add, and edit records, but not delete records.  The user can also use some report tools, but not those that are related to giving history, such as Campaign/Fund/Appeal, Gift, or Financial and Analytical Reports.  The Data Entry group is typically assigned to new users or volunteers.


       
    • To give the user access only to view the database, select View Only.  The View Only security setting in The Raiser's Edge is similar to the 'View Only' security setting in GiftMaker Pro.

      Note: A user in the View Only security group cannot access Configuration (Config) or Administration (Admin) in The Raiser's Edge.  The user can use all report tools but can only view records.  View Only rights are typically assigned to users who need access to the database but have not been trained on The Raiser's Edge.

    Note: The Raiser's Edge requires a password for each user, while GiftMaker Pro does not.  During the conversion, active users in GiftMaker Pro convert with their same password into the Raiser's Edge.  Passwords longer than 8 characters are truncated in The Raiser's Edge.  Active users without a password in GiftMaker Pro convert with a password of 'admin' in The Raiser's Edge.  Passwords can be changed as necessary after the conversion.  

    For more information, refer to How to set up system security in The Raiser's Edge 7 (BB55426).
    This information is available in the GiftMaker Pro Conversion Guide.