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Available Now! Security For Wealth & Ratings Filters In Constituent Lists

7f76991234e93c90361cb989fbf98acc-huge-weIn a constituent list, you can use Wealth & ratings filters to include records based ratings your organization uses, including:
  • Custom ratings to track details such as affinity, social media activity, or wealth characteristics from ResearchPoint or Marts & Lundy
  • In the United States and Canada, wealth ratings and online ask amount ranges from Target Analytics
  • With Wealth Analytics, additional suggested donor types and next ask amounts from Target Analytics
To help protect this sensitive constituent information, your organization can now secure who can access these filters and the related Rating columns in constituent lists. If you had a saved list that uses the Wealth & ratings filters but don't have the proper security, you'll now encounter a permissions error when you open that list. 
Admins! To ensure everyone who should have access to the Wealth & ratings filters continue to do so, check their security groups in the database view. To enable someone to use these filters and the Rating columns, their security group will need at least View rights for the Ratings permission under Constituents Privileges in Admin, Security.

For more information about these filters, see the Wealth and Ratings Filters Help.
Posted by Steve Stegelin on Mar 13, 2019 12:09 PM America/New_York

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Heads up that this security has now been released, so the post's been updated accordingly. Thanks!
  • Posted Wed 13 Mar 2019 12:08 PM EDT
Hello!  I'm trying to follow the Admin instructions listed above to check the security groups.  I cannot find any of the things I'm supposed to find.  Are there screen shots of what the database screens are supposed to look like when drilling down to Constituents Privileges?  If users have Supervisory rights do I need to do anything further?
  • Posted Thu 14 Mar 2019 10:59 AM EDT
Melissa Hardy‍ these instructions are a bit confusing. A key piece of information is missing. This change needs to be made in the DATABASE VIEW, not in NXT. In the database view: Admin-Security-(Open your security group)-Records-Options-Constituents-Constituent Priviledges
  • Posted Thu 14 Mar 2019 12:22 PM EDT
You are correct, these Security settings are in the database view. I've updated the post to emphasize that bit. Thanks!
  • Posted Thu 14 Mar 2019 12:25 PM EDT
Good to know.  It is nice to have this additional ability to drill down further on permissions.
  • Posted Thu 09 May 2019 09:47 AM EDT