List Rights

From Lists, users can create and manage lists of records, such as to analyze fundraising effectiveness or refine recipients for an appeal or mailing.

  • If you manage security by group, admins can view and choose whether a security group can access Lists — and if so, which lists — under List rights on its record.

  • If you manage security by role, admins can view and choose which types of list a fundraising role can access under Roles in Control Panel, Security.

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.