There are several kinds of security within ODB: protect donor information, restrict database exporting, lock down codes and settings, and protect the copying of email addresses, all using a single password. These features are off by default, but it is possible to turn one or all of them on by going into the Settings and Administration area in ODB (wrench icon in upper-right-hand corner) and choosing Modify Settings. See section B for more detail.

Password. There is one password used to secure your database. You can view it and change it by scrolling down to "adminpassword" in the "Modify Settings" screen. If you change it, we strongly recommend that you save the new password in a secure location, as we will not be able to retrieve it for you.

Protecting Donor Information. Scroll down to "protecthidonors" and specify an amount (in dollars). When high donor protection is in use, ODB will ask for a password if you attempt to retrieve the donor payment history or edit the donor information for anyone who gave that dollar amount or greater. But the password will be requested only once. After that, as long as you do not exit ODB, you will have full access to all donor information.

Protecting Exports. You can turn on the "protectexport" setting (as explained above) by entering a number (of records). ODB will ask for a password each time a user attempts to export more records than the limit.

Protecting Copy Emails. You can turn on the "protectcopyemails" feature by setting a number (of email addresses) similar to the Protect Exports feature. ODB will require a password each time a user attempts to copy email addresses of people who have donated more than the limit. Entering "0" will turn off the "protecthidonors," "protectexport," and "protectcopyemails" settings.

Lock Down Codes. To make sure that a casual user does not change your codes and settings once you have customized them, turn on the "lockexistingcodes" setting (as described above.)

No Spam. When you copy a list of emails, records that have been marked with the "nospam" checkbox are omitted. The exception to this rule is that the last six right-click options in the Copy Emails menu will generate a formatted list with the "nospam" emails "flagged" rather than omitted entirely.

Note: these settings do not completely lock down the information; a casual user can still view, search and edit records. The idea is to have a fairly simple method of restricting the database so that a casual user will not have total access.

If you need a higher level of security, please contact us and we will let you know what is available and if there are any extra costs involved.