- Log in as Supervisor or a user with Supervisor rights
- In Administration, click Security, New Group
- Enter the Group name
- Under Group Privileges, select which modules the users can access
- More narrowly define rights within Group Privileges by clicking Options and marking or unmarking options accordingly
Use this security template (XLS) to define and track group security in The Raiser's Edge. Save the template to your hard drive, open the form in Microsoft Excel, and complete one form for each security group. Remember to add them to your policies and procedures manual.
For more information on security, refer to: