How to allow users to see the Prospect tab and set access rights
  1. Log into the Raiser's Edge as a user with Supervisor rights.
  2. Select Admin.
  3. Select Security.
  4. Double-click to open the impacted user's Security Group.
  5. Under Group Privileges, highlight Records.
  6. Click Options.
  7. Under Record Types, highlight Constituent.
  8. Under Constituent Privileges, mark View beside Prospect.
  9. Optionally, mark/unmark the appropriate checkboxes corresponding with the Prospect fields to grant/restrict access.
  10. Click OK.
  11. Click Save and Close.
  12. Ask the affected user to exit/sign out and log back into The Raiser's Edge to update their security rights.

How to hide the Prospect tab from users
  1. Log into the Raiser's Edge as a user with Supervisor rights.
  2. Select Admin.
  3. Select Security.
  4. Double-click to open the impacted user's Security Group.
  5. Under Group Privileges, highlight Records.
  6. Click Options.
  7. Under Record Types, highlight Constituent.
  8. Under Constituent Privileges, unmark View beside Prospect. (The Financial, Proposals, and Ratings boxes will unmark automatically.):
    Prospect tab security settings
  9. Click OK.
  10. Click Save and Close.
  11. Optionally, if a user is in multiple security groups, review each one assigned to that user. Repeat steps 4 through 10 to update each group. (Note: Permission in one group overrides the restrictions in other groups assigned to the user.)
  12. Ask the affected user to exit/sign out and log back into The Raiser's Edge to update their security rights.