Allow a standard user with no access to transactions to access the Emails section in Communications
Allow a standard user with no access to transactions to have limited access to emails so that they can design & send mass emails without seeing giving information.
about 2 years ago
in Email / Users
4
Not Prioritized
Allow the option to give Standard Users access to the NCOA Dashboard to view, update and mark tasks as completed.
The NCOA Dashboard is a great feature and is very helpful for keeping our data up to date. Maintaining the NCOA Dashboard is a data-entry level task, but I am not able to offload the task it to my assistant because giving Administrator Access woul...
Hide specific constituents from some users so that they can't access contact information. Example: Hide a celebrity's support for your organization from most of your team members.
Change username so that you can fix typos, adjust to name changes, or standardize username formats for your organization without deleting & recreating users.
Limit a standard user to only see the constituents they're assigned to
Option to limit a standard user to only see the constituents they're assigned to. Example: A fundraiser could only see the 150 prospects in their portfolio.
Option to give a standard user access to accounting/payments features
Option to give a standard user access to accounting features so you don't have to promote them to an Admin, set up scheduled reports, or do work for them. Example features might include: Accounting integrations Payment processing Payouts