Fundraising Work Center Rights
In
When you edit a
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Portfolio — The role can view and manage a list of its assigned constituents.
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Gifts — The role can view a list of gifts received from its assigned constituents, including giving they don't receive credit for.
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Actions — The role can view and manage a list of its assigned tasks and interactions, and those for its assigned constituents. For more information, see Actions.
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Work opportunities — With Prospect Research Management, the role can view and manage a list of its assigned opportunities — such as to cultivate major donor relationships and major gifts — and those for its assigned constituents. For more information, see Opportunities.
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Unassigned — The role can view and manage a list of active constituents who aren't assigned to a fundraiser, such as to assign them to those who would best cultivate the relationships. For more information, see Unassigned Constituents.
With the Access all tabs task, the role can view all tabs in
Note: When you edit a role's security, you can manage its access to the Opportunities tab under Opportunities tasks.
Some people — such as
Some people may need to use information from a tab in their
Tip: To help protect and control your constituents' personal data, we recommend you enable only appropriate people to export from Raiser's Edge NXT.
From Control Panel, admins can enable users to access
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From Control Panel, select Security and Roles.
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Under Fundraising roles, select Edit role from the role's menu .
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Choose which tabs in Fundraising, Work the role can access.
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For tabs of all records except opportunities, select Access all tabs under Work tasks.
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For specific tabs, select Show permissions under Work tasks, and select View for the tabs the role should access.
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For the Opportunities tab (available with Prospect Research Management), select Show permissions under Opportunity tasks, and select Work opportunities.
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To enable the role to view other fundraisers' work centers, select Access others' portfolios under Work tasks.
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To enable the role to download tabs in their work center as CSV files, select Export tabs under Work tasks.
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Select Save.
Tip: Be patient. It may take up to five minutes for security changes to take effect.
For more information, see Work Center.
Tip: In the database view, you can set record-level security — such as by fund or constituent code — to further limit which information users can access. For more information, see Record Security.