NEW FEATURE REQUEST

Users

Showing 23

One login for multiple organizations

I am a consultant and work with several organizations. I wish I could only use one login and switch back and forth between each organization.
11 months ago in Users 0 Not Prioritized

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
almost 2 years ago in Users 1 Not Prioritized

Way for a standard user with view-only access to transactions to export data

You released the ability to hide transactions from certain user reviews which is really helpful except that then they can't run any reports. so, they can't run a mailing list, for example, to print labels or something like that, which is just basi...
over 1 year ago in Users 0 Not Prioritized

Standard user permission for Forms

Option to give a standard user access to the Communications area overall, but not have access to Forms.
over 1 year ago in Users 1 Not Prioritized

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.
almost 2 years ago in Users 1 Not Prioritized

Option to view password on login screen (example: an "eye" button)

With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
about 1 year ago in Users 0 Not Prioritized

User permission to prevent specific users from seeing specific constituent custom fields

Please create security around custom fields such as Windfall imports can only be seen by selected users.
about 1 year ago in Users 0 Not Prioritized

Allow a standard user to design emails, but not adjust the filters or send

Allow a standard user to design emails, but not adjust the filters or send the email, so that they can provide assistance with content and visual design.
about 1 year ago in Users 0 Not Prioritized

Option to give a standard user access to only view & edit reports in specific folders

Have the ability to create folders in 'Reports' that can have user permissions (some users can access the folder and some can't) This is useful because it would make it much easier to organize and find reports. The user permission came up from a c...
over 2 years ago in Reporting  / Users 0 Not Prioritized

"I forgot my username" option on the login page

Adding an "I forgot my username" option would let you & your teammates look up you username on your own without sending an email to the support team.
over 1 year ago in Users 0 Not Prioritized