Events Security

From Events, users can view and manage events and participants. To manage who can use these features, admins can provide access.

  • In the web view, admins can view and choose whether an event role can access, add, and edit events and participant records under Roles in Control Panel, Security.

    Note: Events privileges set for a user's security group only apply to Events Management features in the database view.

  • Users who work with participant records must also have security group access to — at a minimum — view constituent and gift information. In the database view, admins can choose whether security groups can access, add, edit, or delete constituent and gift records in Administration, Security.

  • For users to manage event expenses, admins must give them rights from the database view in Administration, Security.

Before you assign access to Events, verify a role exists for it. For information about roles, see Roles.

  1. From Control Panel, select Security.

  2. Select Roles.

  3. Under Events roles, select Edit role from the role's menu .

  4. Under Event management tasks, choose the permissions to assign to the role.

    • For full access, including settings across events, select Administer events.

    • For access to view, add, and edit events and participants, select Manage events.

    • For access to view events and view, add, and edit participants, select Manage participants.

    • To define a role's access to event and participant records, select Show permissions, and select the permissions to include.

      Note: Rights to add and edit participant records include access to mark whether they attend events.

      Note: Users who work with participant records must also have security group access to — at a minimum — view constituent and gift information.

  5. Select Save.

Users who add participants to events from saved lists, or create constituent lists from participant lists, must have access to view constituent lists in the web view. Before you assign access, verify a Fundraising role exists. For information about roles, see Roles.

  1. From Control Panel, select Security.

  2. Select Roles.

  3. Under Fundraising roles, select Edit role from the role's menu .

  4. Under Lists tasks, select Show permissions, and select — at a minimum — View for Constituents.

  5. Select Save.

For users to manage participants, admins must give them rights to — at a minimum — view constituent and gift records from the database view.

  1. In Administration, select Security and open the group.

  2. Under Group Privileges, select Records and Options.

  3. Under Record Types:

    1. Select the type of record — Constituents or Gifts — to set rights for.

    2. To enable the group to access the records, select View and choose whether its members can also add, edit, or delete those records.

  4. Select OK and Save and Close.

For users to manage event expenses, admins must give them rights from the database view.

  1. In Administration, select Security and open the group.

  2. Under Group Privileges, select Records and Options.

  3. Under Record Types, select Events.

  4. In the Expenses row, select whether the group’s members can view, add, edit, or delete event expenses.

  5. Select OK.

  1. From Control Panel, select Security.

  2. Select Manage roles from a user's menu in the list.

  3. Under Security, select Events.

  4. Assign the user to a role with the level of access they need.

  5. Select Save.

  • For information about the security workflow, see Security Workflow.

  • To learn about managing your users, see Users.

  • To learn about roles, see Roles.