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Users

Depending on your role, you will perform different tasks to fulfill your website needs. For example, if you are the Site Administrator, your job in the program is most likely to create web pages from start to finish and assign roles to users. If you are the Director of Special Events, your job may be to update last year’s Golf Tournament web page with this year’s golf tournament information. If you are the Data Entry Manager, your job is to download information from the website and integrate the information with The Raiser's Edge. Lastly, your constituents use the program directly from your website.

Warning: Your organization should assign full Administrator rights to only a select number of users. These users should be knowledgeable in all areas of website design and the program. Certain areas, such as Site explorer, are crucial for your website. A small change can affect multiple web pages. This functionality saves your organization a lot of time and effort. However, if a change is incorrect, you have to spend time and effort to correct the change. We strongly encourage you to establish security that limits general users’ access to these areas.

Constituents perform tasks such as registering for events, joining memberships, and making donations. After a constituent submits these tasks, you can download the information to The Raiser's Edge. This section outlines possible main user roles and provides a roadmap for the main tasks each role performs in the program.

User Tasks

Integration Tasks

Data Entry User