Users with access to NXT webview who need access to Work Center must have an RE Username that is connected to their Constituent record that is marked as a solicitor.  This is done in RE Database view under Admin>Security.

To view your security groups in the Raiser's Edge NXT, select the Security groups tab from Control Panel.  For each group, you can view its name, number of users, and whether it can access Control Panel.  You are also able to set permissions for Work Center.  To adjust a security group's rights, click 'Edit Rights'.

  1. Navigate to Control Panel > Security groups
  2. Click on the security group you wish to add rights to
  3. Click Edit Rights under Work rights
  4. Mark the applicable checkbox(es)
    • Access to work center
    • Access to portfolio tab
    • Access to gift tab
    • Access to action tab
    • Access to portfolio tab
    • Access to view other's portfolios
    • Access to unassigned constituents
  5. Click Save
Work rights
**Note** a user will need access to Work Center or they will not be able to gain access to access the other areas