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Status Not Prioritized
Categories Users
Created by Guest
Created on Jul 24, 2024

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 changes to profiles (with information about who changed what) so we could back out errors... and we did it more frequently than I liked. Limiting access would allow users to add information to the timeline, track interactions with constituents, but not mess up vital data.

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