Creating Roles in RENXT

Ellen Pelliccio

We are brand new to RENXT and I am being asked to set up Directors dashboards, give access for them to enter action items, enter info/interactions w/donors, track action items, and mark them as solicitors. I am unable to attend online training sessions until I complete the basic RE training (almost finished). How do I set up Roles and what are some examples of the type of roles some of you have created?

Dawn Cox

Hi Ellen,


This is how you mark someone as a solicitor / canvasser/fundraiser (its all the same thing) in database view https://www.kb.blackbaud.co.uk/articles/Knowledge/41550

And this is how you do it in web view https://www.kb.blackbaud.co.uk/articles/Article/113058


If you have invited people to be users in NXT them you can follow this to create roles https://www.kb.blackbaud.co.uk/articles/Article/120725

If you havent invited people, then you will need to follow thsee steps first. https://kb.blackbaud.co.uk/articles/Article/98219


Lastly, this is to create dashboards and give permissions to those who need to see them https://www.kb.blackbaud.com/articles/Article/120037


I hope that helps.


Dawn