Marketing Security

From Marketing, users can manage your organization's email and social media communications. To manage who can use these features, admins can provide access from Control panel, Security.

  1. From Control Panel, select Security.

  2. Select Roles.

  3. Under Marketing roles, select Create role.

    Note: Site Administrators! If your organization uses Luminate Beta and Raiser's Edge NXT, Marketing roles appears under Luminate Beta. For more information, see the Migration FAQs.

  4. Enter the name — such as Marketing Manager — and description and then select the tasks to associate with the role.

    Note: Currently, Raiser's Edge NXT supports single tasks for Email and Social with full access to all the functionality in each. In future releases, roles will combine tasks and permissions to determine levels of access, such as view-only, edit, add, and delete.

  5. Select Save.

  1. From Control Panel, select Security.

  2. Select Manage roles from a user's menu in the list.

  3. Under Security, select Marketing.

  4. Assign the user to the role for Marketing you previously created.

    Note: Currently, Raiser's Edge NXT supports single tasks for Email and Social with full access to all the functionality in each. In future releases, roles will combine tasks and permissions to determine levels of access, such as view-only, edit, add, and delete.

  5. Select Save.