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Author: Kristenson, Joel
Last Updated: 2016-09-22
Overview
This article was created due to an email question we received from a customer who was concerned with *new* user having more access than they should (which may allow for mistakes to be made when performing data entry). This article specifically walks through limiting their ‘view’ of a donor/voter/contact record card. Here’s a snippet from the email thread we received:
Customer: is there a "user" view where they can only update the data through some kind of preset form? I'm leery of direct db access for folks who may not have a lot of query experience.
Support Tech: Since you reference new users, and query experience, I'm going to take a guess that you would like certain people to have access to only certain records and have a simple view?
Customer: Exactly!
Support Tech: Once you activate the limited view flag (see image) when a voter record is opened, there are specific tabs removed from view.
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Note: You can filter a user’s access even further by a lot of other criteria i.e. by location, a saved search query, or specific attributes.
Tip: Learn the basics of creating new database users, and setting their specific security levels. For new users, they can get trained-in by attending out free introduction training class which covers all the basics of using Trail Blazer.
Steps
Navigate to the Voters (Donors/Contacts) list under the Application Menu.
Pull up a list of current database users by following Admin > Logon > Check ‘Allow Windows-based access’ > Click [Search]. In my example I had 2 users with access.
Open the user’s record card that you want to filter their view for. In this example I clicked on ‘Billie-Bob Horton’.
Navigate to Admin > Settings > Check the box for ‘Limit view of Voter/Donor’ > [Save and Close]. My example is below.
That’s all there is to it. The 2 images below show an example of what a voter/donor record looks like prior to filtering user access to be ‘limited’, and after.
Img 1 of 2 – Voter/Donor record prior to having a ‘limited’ view
Img 2 of 2 – Voter/Donor record after having the ‘limited’ view activated
The related resources below provide links to similar articles and videos such as how to add a new user, revoke a user’s access completely, filter their access by other specific criteria, and much more.
If you’re concerned about the user’s access please give us a call – it’s also useful to log in as the user to see what access they have prior to issuing credentials.
Related Resources
Article: Adding a Database User and Setting their Security Settings
Article: Filter Database Access for Different Users by things like Address, a Saved Search Query, and a Specific Attribute
Article: How to Change your Username, and/or Password Credentials
Article: Revoke a User’s Access to your Database
Article: Email Notification of Web Occurrences
Article: Website Email Notification
Article: How to Access Trail Blazer Remotely on an iDevice (iPod touch, iPad, or iPhone) using the Free Microsoft Remote Desktop App
Article: How to Setup and Use the Mobile Poll Watching App
Article: Mobile Base Camp – How to Create and Run a Mobile Canvassing (Walk) List
Article: Mobile Base Camp – Contact Search
Article: Configure Microsoft Remote Desktop – For Mac Users (Logging into Trail Blazer on your Mac)
Video: Canvass Your Neighborhood with Our Mobile Canvassing App
Video: Mobile Canvassing
Video: 2X iPad Install and Configure
Video: Multiple Database Logon
Video: Eblasts –Setting people up to receive test (draft) emails
Video Playlist: Getting Started
Website: Free Introduction Training Class for Trail Blazer
Trail Blazer Live Support
Phone: 1-866-909-8700
Email: support@trailblz.com
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* As a policy we require that you have taken our intro training class before calling or emailing our live support team.
Click here to view our calendar for upcoming classes and events. Feel free to sign up other members on your team for the same training.
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