Configure Portal Permissions

You can configure permissions to specify which users can set up and manage the portal.

Create portal roles

Depending upon staff responsibilities you may need multiple roles to manage these tasks.

1. From Security, select Role management.

2. Under Raiser's Edge NXT roles, select New under Tools roles.

3. Enter a role name and description.

4. Under Portal tasks select the permissions you want to give the role.

   • Manage setup and configuration allows users to set up the portal and update its settings.

   • Manage portal user access allows users to invite and block constituents. It also allows users to access the user activity log from Constituents, Portal activity.

   • Manage portal user updates allows users to manage changes to constituent records from Constituents, Portal activity.

Assign portal roles

After you create roles for managing portal tasks, you can assign them to users.

1. From Security, select User management.

2. Select the user you want to assign a role to.

   Tip: If the user doesn't exist, select Add user to create one.

3. Select Manage roles.

4. For Raiser's Edge NXT, from Tools select the role you want to assign.

5. After assigning the appropriate roles, select Send invite.