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.
over 1 year ago
in Email / Users
4
Not Prioritized
Option to give a standard user view only access to Letters area
Option to give a standard user view only access to Letters area so that they can see relevant information about letters in order to do their work but not edit the letters.
about 2 months ago
in Letters / Users
0
Not Prioritized
Change username so that you can fix typos, adjust to name changes, or standardize username formats for your organization without deleting & recreating users.
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.
Option to give a standard user view only access to Groups area
In the settings for each user there is a "view only" option for Constituents and Reports and it would be helpful for that to be applicable to Groups as a whole. Users who can edit profiles and edit individual constituents but not edit group names,...
Users should be able to tell which permissions they have
Make it easier for users to identify if they're an Admin or standard user, let standard users see which specific permissions they do and don't have, and clearly indicate who a user can contact in their team to get their access changed.
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...