In Fundraising, Analyze, users have a pulse-check of how well your organization acquires donors and gifts, completes actions and opportunities, raises money toward campaigns and funds, and much more.
Under Analyze rights on the record of a security group, system admins can view and choose whether its members can access Analyze — and if so, which metrics.
From Control Panel, select Security.
Under Security groups, select the name of the group.
Under Analyze rights, select Edit rights.
If the group's members should access Analyze, select Access to fundraising analysis and choose which types of analysis the members perform. For more information, see Analyze.
Tip: Be patient. It may take up to five minutes for security changes in Control Panel or the database view 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.