List Rights

Users can create and manage lists of records, such as to analyze fundraising effectiveness or refine recipients for an appeal or mailing. In Security, admins can view and choose which lists a fundraising role can access.

You set list permissions on fundraising roles. The following table summarizes where to select each permission.

Role permissions for list tasks

To let a role

Select

Open lists of all record types except opportunities

Under Lists tasks, Access all lists

Open specific types of lists

Under Lists tasks, Show permissions, then View for Actions, Constituents, or Gifts

Open opportunity lists

Under Opportunities tasks, Show permissions, then Lists opportunities

Export lists

Under Lists tasks, Export lists

Add, remove, replace, or edit the query filter on constituent and gift lists

Under Lists tasks, Edit query filter

  1. From Security, select Role management.

  2. Under Fundraising 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 Lists tasks.

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

  5. To enable the role to add, remove, replace, or edit the query used to filter a constituent or gift list, select Edit query filter under Lists tasks.

    Tip: If a list is shared, removing, replacing, or editing its query filter changes the list for everyone who opens it, not just the person who made the change. Enable this permission only for roles you trust to update shared 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.