The following sections detail the areas affected by the four personal information security options.

Personal Information Data Entry Rights
When this checkbox is marked, a user can add, delete, or change personal information, but cannot view it after saving or output it (to a report or export for example).

Records
Users can:

Add, delete, or change credit card information on a constituent or gift.
Add, delete, or change social security numbers on constituents and relationships.
Add, delete, or change bank account numbers on a financial institution on a constituent.
Add, delete, or change insurance policy numbers on a life insurance planned gift record.
In each of these fields, the number is visible while it is being entered, but once the record is saved, the field is masked.

Batch
Users can:

Enter, delete, or change credit card numbers in a constituent batch or gift batch.
Enter, delete, or change social security numbers in a constituent batch.
Enter, delete, or change bank account numbers in a constituent batch.
In each of these fields, the number is visible when entered in the batch. Once the batch is closed and reopened, the field is masked. Users without these rights can open the batch, but the fields are masked.

Admin
Users can:

Globally change credit card fields.
Globally change social security numbers.
Enter bank account numbers when globally adding banks.
Import
Users can:

Import gift credit card information.
Import social security numbers.
Import insurance policy numbers.
Import bank account numbers (in Bank/Financial Institution Imports).
Configuration
Users can enter, delete, or change bank account numbers on financial institutions.

NetSolutions
Users can import NetSolutions donations.

Personal Information Output Rights
When this checkbox is marked, a user can output personal information, but cannot add, remove, change, or view it on records or in batch.

Records
Users can:

Print Letters with an unmasked credit card number (from the Letters menu). The number is masked or unmasked based on the format option in export.
Print Letters with an unmasked social security number (from the Letters menu). The number is masked or unmasked based on the format option in export.
Print Letters with an unmasked bank account number (from the Letters menu). The number is masked or unmasked based on the format option in export.
All other users can print letters with personal information, but the fields are always masked.

Export
Users can:

Export a file with unmasked credit card numbers, unmasked social security numbers, unmasked insurance policy numbers, or unmasked bank account numbers.
Each of these fields has a format option screen to indicate whether the field should be masked or unmasked. The format option screen displays only when a user has personal information output rights, and the numbers are masked or unmasked based on the selected option. For users without output rights, the information is masked (regardless of the option).
Custom View
Users can:

See credit card numbers, social security numbers, insurance policy numbers, and bank account numbers on a custom view.
For users with personal information output rights, the number is masked or unmasked based on the format option in export. For users without output rights, the information is masked.
Import
Users can:

Run a constituent or gift import file with credit card information.
Run a constituent import file with social security numbers.
Run a bank import with account numbers.
Run a gift import with insurance policy numbers.
If a user does not have Personal Information Output rights, the personal information fields can be selected, but the personal information is not included in the file (the field is blank).
Personal Information Fully Visible Rights
When this checkbox is marked, the user can view personal information on records and in batch, but cannot add, remove, change, or output the information.

Records
Users can:

View credit card numbers on a constituent or gift record.
View social security numbers on a constituent or relationship record.
View bank account numbers on a financial institution on a constituent record.
View insurance policy numbers on a life insurance planned gift record.
Batch
Users can:

View credit card numbers in a constituent or gift batch.
View social security numbers in a constituent batch.
View bank account numbers in a constituent batch.
Configuration
Users can view bank account numbers on a financial institution in Configuration.

Credit Card Reports Rights
When this checkbox is marked, credit card numbers on the credit card report are not masked.
How to access the security options in Raiser's Edge?

On the Raiser’s Edge bar, click Admin. The Administration page appears.
On the Administration page, click Security. The Security page appears.