360° Solutions

Security Functions

 

The following security functions may be defined per system user. Please discuss with your DDC Account Manager to set any of them up if applicable.

 

Function Description
Query Builder  
 QueryBuilder.AdminSecurityGroups Gives the user Query Builder Admin rights to set which security groups will be available on a report.
See Query Builder Security.
Record.Accounts Gives the user access to Account Security Groups. Accounts can be assigned account security groups on the Demographics > Account page.
Enter the letters of the groups that each user has permission to view.
If a user has access to all groups, the user does not need this security record, or it can be set up with all letters.
See Query Builder Security.

Record.Financials.Category

Gives the user access financial categories.
Enter the letters of the financial category groups the user has permission to view.
See Financial Categories & Query Builder Security.

Record.Notes

 

Gives users access to Notes Types. Enter the letters of the note type categories the user has permission to view.
See Note Types &  Query Builder Security.

Record.StudentTracking

See Query Builder Security.
Financials  

Record.Financials.Category

Gives the user access financial categories.