Security groups contain users who perform similar tasks and are used to assign permissions to those users based on their similar needs. To view detailed information about a security group, select its name in Control Panel to open its record. On the record, you can view details about the users in the group.
From Analyze, users can — at a glance — gauge how well your organization acquires donors and gifts, completes actions and opportunities, raises money toward campaigns and funds, and much more. Under Analyze rights, you can view whether its members can access Analyze — and if so, for which types of metrics. For more information, see Analyze Rights.
To create a complete picture of constituents and fundraising efforts, users can attach files — such as correspondence or presentations — to records. Under Attachment rights, you can choose whether a group can view, add, edit, or delete attachments for campaign, fund, or appeal records. For more information, seeAttachment Rights.
You assign new users to their security groups when you add them to Raiser's Edge NXT. Users who already have accounts in the database view automatically keep their same security groups. Under Group members, you can view how many users are assigned the group and details about each user, including their name and which groups they belong to.
Tip: To add or remove users from a security group, select Admin on the Raiser's Edge bar in the database view and then select Security.
From Lists, users can create and manage lists of records, such as to analyze fundraising effectiveness or refine recipients for an appeal or mailing. Under List rights, you can view whether its members can access Lists — and if so, for which types of lists. For more information, see List Rights.
In Fundraising Work Center, fundraisers at your organiztion 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. Under Work rights, you can view whether members can access Work Center — and if so, which lists or other fundraisers' portfolios. For more information, see Fundraising Work Center Rights.
Tip: To help focus on only what matters to you, you can manage how the information appears on a record. For information, see Records.