Fundraising Work Center Rights

In Fundraising, Work, fundraisers at your organization have everything they manage to cultivate relationships and gifts, such as their portfolio of assigned constituents or a list of constituents that need to be assigned to a fundraiser.

  • If you manage security by group, admins can view whether members can access Fundraising, Work and its features under Work rights on a security group's record.

  • If you manage security by role, admins can manage whether a fundraising role can access Fundraising, Work and its features under Roles in Control Panel, Security.

From Control Panel, admins can enable users to access Fundraising and its features.

For more information, see Work Center.

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.