NEW FEATURE REQUEST

Users

Showing 23

Option to give a standard user access to custom data settings

Option to give standard users access to custom data settings so they can create and clean out values without being an Admin. Custom Data settings includes: Custom fields Fund list Campaign list Appeal list Tributes list Relationship roles list
over 1 year ago in Users 0 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.
3 months ago in Letters / Users 0 Not Prioritized

Give standard users access to add notes and interactions but not edit constituent profiles

We'd like to assign "stewards" for constituents who can then add notes, interactions, etc to the constituent accounts but not have the ability to edit the profiles (at least until they have enough familiarity with the system). Our old CRM stored c...
6 months ago in Users 0 Not Prioritized