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Users and Invitations

To get users started in the web view, you can simply send them an invitation. From Control Panel, Security, you can view and manage the people who use Raiser's Edge NXT through the database or web view, such as to easily invite people to use the web view and cancel or resend invitations as necessary.

Tip: To view users based on their security groups, select Filters, choose the groups to include, and select Save. To view only users without a security group, select No group assigned.

Tip: To help prevent data loss, we recommend users with access to system-level features — like Settings or Control Panel — have a unique login for their admin tasks, separate from their day-to-day activity. For those users, set up multiple accounts in the database view, and invite each account to the web view with the appropriate security groups.