Communications Security
From Communications, users can manage your organization's email and social media communications. To manage who can use these features, admins can provide access from Security.
Create a role
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From Security, select Role management.
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Under Marketing roles, select Create role.
Note: Site Administrators! If your organization uses Luminate Beta and Raiser's Edge NXT, Marketing roles appears under Luminate Beta. For more information, see the Migration FAQs.
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Enter the name — such as Marketing Manager — and description and then select the tasks to associate with the role.
Note: Currently, Raiser's Edge NXT supports single tasks for Email and Social with full access to all the functionality in each. In future releases, roles will combine tasks and permissions to determine levels of access, such as view-only, edit, add, and delete.
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Select Save.
Assign access
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From Security, select User management.
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Select Manage roles from a user's menu
in the list. -
Under Security, select Marketing.
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Assign the user to the role for Marketing you previously created.
Note: Currently, Raiser's Edge NXT supports single tasks for Email and Social with full access to all the functionality in each. In future releases, roles will combine tasks and permissions to determine levels of access, such as view-only, edit, add, and delete.
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Select Save.
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For information about the security workflow, see Role-based Security Overview.
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To learn about managing your users, see Users.
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To learn about roles, see Roles.