Raiser's Edge NXT releases nifty features and enhancements on a regular basis, so keep an eye on this space each week for details about the latest, such as these new additions. Enjoy!
To help you share information with anyone inside or outside your organization, you can now send a temporary read-only link to a dashboard in Analysis, Report builder.
Open the dashboard you want to share and select Properties. Under Sharing, select Create a password-protected link for anyone to use. To copy the link to the dashboard, select Copy and enter a password, which you can then share along with the link. This link displays a read-only dashboard for anyone you choose to share it with, whether or not they have access to Raiser's Edge NXT. The link automatically expires in 10 days. To deactivate it sooner, clear this field and save the dashboard.
Note: Admins! In Control Panel, Security, you can choose which roles can access Analysis, Report builder. For more information, see Report Builder Rights.
For more information, see Dashboard Properties.
Note: You may have received these updates in Security as part of an earlier release.
In Control Panel, Security, admins can now invite users and manage their security based on roles. A role combines tasks and permissions to determine a user's access to features in the web view. While similar to security groups, roles enable you to:
Invite users to your organization and the web and database view of its Raiser's Edge NXT with a single invitation. When they accept the invitation, they can access tasks and features in the web view based on their assigned role. After you add a user, you can manage their access to your organization and Raiser's Edge database as necessary. For more information, see Users.
Apply default tasks to grant common permissions to roles, and customize roles' tasks for more granular permissions. For more information, see Role-based Security Overview.
Note: This What's New automatically appears after a new release so you know what's what. To quickly check back and review a new feature, select What's new at the top of any Help topic. To receive this information as an email, subscribe to the blog.