Add a User Role where they would not have access to donation records
under review
G
Gerri Leach
I'd like to be able to have staff or a volunteer enter data in Donor Doc not related to finances therefore I do not want them to have access the donation records. Our goal is to have all contact info for anyone we communicate with in one place so we have significant data to be entered that is non-financial so have this lower level access User Role would be most helpful!
C
Carolyn Koesterman
Feedback from DD Customer - We are interested in creating a new user role with restricted, one-way access to our CRM data. Specifically, we would like to configure permissions as follows:
Contact Access: Users should only have access to contacts where they are explicitly designated as the relationship owner.
Giving History & Badges: Restrict full giving history visibility, while retaining badge visibility on contact profiles.
Contact Creation & Duplicate Checking: Allow these users to create new contacts without granting access to full existing profiles. Ideally, search/duplicate checking would only indicate whether a contact already exists in the CRM (a yes/no indicator) so we can collect relevant info without exposing complete profile details.
Context: We have people who want to contribute their time and social network whether as volunteers or as newer employees, however, we want to give them the opportunity without giving them full access which is what prompted this email.
C
Carolyn Koesterman
Merged in a post:
Various Levels of User Permissions
H
Heather P.
Our Organization would highly benefit from having various levels of Admin access/ user permission. We currently need the capability for all of our staff to utilize our platform but we need only a handful of our staff to see the full financial history or amount of giving of our contacts. We would like to have a setting where our staff could be aware that a person is a donor and that they give monthly or annually etc. but that they would have a different user or admin permission to see the specific amount of their donations.
J
Jennie Landreth
I also need for a user to be able to access donor information without being able to see the finances. They need to be able to make notes, add activities and enter profile data without being able to see the gits.
Andrew Lutgen
updated the status to
under review
K
Kathryn Hughes
I also agree with the above comments, I'm doing the free trial now and it's one of the reasons I am hesitating fully signing up. I've had this feature in CRMs I had in the past and it was really needed.
D
David Starnes
I also agree to both Gerri and Sue's comments.
H
Heather Moats
Somewhat along this line it would be helpful to either be able to assign someone multiple roles or add editing contact records to the Marketing role. Our Marketing folks need to be able to update and edit our contact list and need more than just what's in the "user" role, but they don't need the finance aspects.
M
Melanie Anthony
Ditto both Gerri and Sue's comments.
S
Sue Sikkink
Similarly, it would be great if we had a user role where the user would only see their Action Board and be able to add activities but not see financial information or run reports, etc.