UA Foundation
Raisers Edge User Groups
User:
Default Group (All users go into this group)
View Only
View anything but gifts, no changes
Access to query and export
Add annotations
Add, edit, and delete dashboards
Constituent Information
Constituent Rights
Edit Biographical information
Add and edit Alias’
Add and edit salutations
Add and edit constituent attributes
Add and edit annotations
Add and edit actions
Membership Rights
Add and edit constituent memberships
Add and edit addresses and phone numbers
Relationship Rights
Add and edit individual relationships
Add and edit organization relationships
Add and edit education relationships
Add and edit fund relationships
Event Rights
Add and edit event information (event)
Add and edit event information (constituent)
Add and edit actions for events
Add and edit jobs for events
Add and edit participants for events
Constituent Batch Rights
Add and edit constituent batches
Cannot commit the batches
Media Rights
Add and edit media on constituents
Volunteer Rights
Add and edit volunteer information
Add and edit timesheet batches
Honor/Memorial Rights
Add and edit honor/memorial records
Action Rights
Add and edit actions
Gift Information
View Gift Rights
Allowed to see all gifts
Gift Batch Rights
Add and edit gift batches
Cannot commit gift batches
Appeal rights
Add and edit appeals (appeals)
Add and edit appeals (constituent)
Add and edit appeal actions
Campaign Rights
Add and edit campaigns
Add and edit giving hierarchy
Notes Information (Note that all notes are viewable by everyone)
UAA Notes
Add and edit UAA note types
Foundation/SW Notes
Add and edit Foundation/SW note types
UAF Notes
Add and edit UAF Note types
General Notes
Add and edit general notes
UAS Notes
Add and edit UAS note types
Specific Access (for descriptions, see ‘User Group Descriptions’ in the database folder in Infoview)
Report Rights
Mail Rights
Prospect Rights
Fund Rights
Assigned Solicitor Rights
Database Specialist Rights