Security Guide to setting up groups and roles

I would love a guide that says if you need to give some one access to actions these boxes need to be checked and these roles. Same for gift processing something that would give a starting point for various common roles

  • Kris Proctor
  • Apr 12 2021
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  • Jennifer Watson commented
    22 Nov 21:27

    RE dbview and NXT are very lacking in security/roles set up for admins. This would be very helpful to have. There are a lot of roles within db view that you would think you wouldn't have to select for someone to be able to do something but you do. It takes a lot of research and trial and error that we do not often have time for. NXT roles and permissions need to be more granular.

  • Deborah Condon commented
    April 20, 2022 19:55

    It would be really nice if there was a document that would cross walk security between RE7 and RENXT.

    Example: Does a user need access to query in RE7 to be able to create lists in RENXT