Raiser's Edge - Guide to Security Roles in Raiser's Edge

Fundraising Role

• Adv Services & Prospect Management RENXT Webview​​​​​​
  • Permissions
    • Analyze Tasks, List Tasks, Attachment Tasks (manage), Opportunities Tasks, Work Tasks, 
  • Excludes:
    • JustGiving Integration, Receipt Management, Gift Management
• Adv Services

Analysis Role

• Analysis  - Manage Dashboards and insights into the Analysis module of RENXT
• Fundraiser - View dashboards in Analysis fundraising

Events Roles

• Events - Manage events and and participants in the Events module
• Events no Add no Edit - View only option for Events module

Marketing

• Marketing - Manage email and communication history