List Rights

From Lists, users can create and manage lists of records, such as to analyze fundraising effectiveness or refine recipients for an appeal or mailingtrends in giving and participation. In Control Panel, Security, admins can view and choose which lists a fundraisinggifts role can access.

  1. From Control Panel, select Roles.

  2. Under Fundraising rolesGifts roles,Analysis roles select Edit role from the role's menu.

  3. Choose which lists the role can access.

    • For lists of all record types except opportunities, select Access all lists under Lists tasks.

    • For specific types of lists, select Show permissions under Lists tasks, and select View for types of records the role should access.

    • For opportunity lists (available with Prospect Research Management), select Show permissions under Opportunities tasks, and select Lists opportunities.

  4. To enable the role to download lists as comma-separated values (CSV) files, select Export lists under List tasks.

    Tip: To help protect and control your constituents' personal data, we recommend you enable only appropriate people to export lists.

  5. Under Financial tasks, select Lists.

  6. Select Save.

    Tip: Be patient. It may take up to five minutes for security changes to take effect.

Tip: In the database view, you can set record-level security — such as by fund or constituent code — to further limit which information the group's members can access. For more information, see Record Security.