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To limit access to customer status information

iMIS allows you to assign access keywords so that only authorized users can enter new donors and soft credits and edit the following:

  1. Create or add keywords to the ACCESS_KEYWORDS general lookup/validation table.
  2. Assign access keywords to Financial data.
  3. Assign access keywords to users.

    Note: After a Name Status Edit access keyword is assigned on the Customer Setup Access Keys window, new donors and soft credits cannot be entered and the Customer Type, Status, Category, Join Date, and Paid Through Date fields cannot be edited unless the user has been assigned the appropriate access keyword.

See Also

Limiting Access to Customer Data

To assign access keywords to selected customer data

To limit access to the Activity Importer

To limit access to customer financial data

To limit access to the Internet Security tab

To limit access to the Fund Raising tab

To limit access to customer address information


ASI logo 10.6 Production Release. Updated 10/5/2005 3:48:00 PM
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