Overview

In Sumac, you can restrict a user so they can only see:

• Donors who have given to a particular Fund/Account, and
• Only the donations made to that specific Fund/Account.

This is accomplished by assigning Segments to Funds (not to Contacts or Accounts directly). Segments control the permission scope for Funds and their related donations.

How It Works

1. Create or use a Segment that represents the restricted view you want. Example: Segment named “Client A Campaign” or “Fund XYZ”.
2. Assign the Segment to the Fund(s).
   • The Segment is applied directly to the Fund record.
   • The Segment does not need to be assigned to any Contacts at all.
   • You can create Segments that exist solely on Funds.
3. Grant the user permission to that Segment. Once the user has access to the Segment, they will automatically see:
   • Only the Funds tagged with that Segment.
   • Only the donations posted to those Funds.
   • Only the donors who have given to those Funds.

Important Clarifications

• Contact Segments are irrelevant here. The common misconception is that this uses Contact-level segmentation (which can create duplicate contacts). It does not. Only the Segment assigned to the Fund determines the user’s visibility.
• Funds and Account Codes Since Funds almost always have unique account codes, the permission behaves exactly as expected for Account-specific access.
• No duplication required Segments used for this purpose do not create duplicate Contact records. Contacts remain single records; the restriction applies only at the Fund and donation level.

This permission model manages multiple client fundraising campaigns inside a single Sumac database. Each client’s Funds are tagged with a unique Segment, and staff members are granted permission only to the Segment(s) for their donors. As a result, each user sees only their own donors, donations, and