AI Acknowledgements security

Roles, tasks, and permissions control what users can see and do. Use the following roles, tasks, and the associated permissions to control user access by assigning certain permissions from each task to specific roles.

Roles

Roles combine tasks and permissions and determine a user's level of access. From Control panel, Security, Role management, you can view or, if necessary, create the following required AI Acknowledgements roles:

  • AI acknowledgements – a type of Artificial intelligence role

  • Email permissions – a type of Communications role

  • List access – a type of Fundraising role

Tasks and permissions

Each of the following three tasks must be assigned to users to enable them to use AI Acknowledgements:

  • Generative AI acknowledgements tasks, which is part of the AI acknowledgements role

  • Email tasks, which is part of the Communications role

  • Lists tasks, which is part of the Fundraising role

You can customize tasks by adding or removing permissions. For detailed information on how to modify task permissions, see Tasks and Permissions. For detailed information on creating roles and setting permissions, see Roles and Modify a Role.

You can access the Generative AI acknowledgements task from Role management, Artificial intelligence roles.

Generative AI acknowledgements — Allows users to configure, view, and send AI acknowledgements. It includes the following permissions.

  • AI acknowledgements — depending on the specific permissions selected, allows users to view AI profiles, Acknowledgement templates, and to send AI acknowledgements.

  • Configuration — depending on the specific permissions selected, allows users to view, add, and edit AI profiles and Acknowledgement template configuration settings.

You can access the Email task from Role management, Communications roles.

Manage transactional emails — Allows users to configure, view, and send AI acknowledgement emails. It includes the following permission.

  • Email — depending on the specific permissions selected, allows users to configure and view Acknowledgement templates, send AI acknowledgements, and view acknowledgments sent to constituents.

You can access the Lists task from Role management, Fundraising roles.

Access all lists — Allows users view all lists related to actions, constituents, and gifts. This permission is required to work with lists of acknowledgements.