Roles with Custom Permissions
planned
S
Stephen Kao
The ability to give users on the account a custom set of permission or the ability to set up custom roles.
For example, volunteer roles where they can only access campaigns but not transactions.
Another example, editor-like role but only for a specific campaign.
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l
lauren foster
YES!!!! Volunteer roles to access campaigns would be so helpful!
R
Robert Hartman
This is really needed as non-profit we have a secretary and treasurer who need specific access, but not full access. Only having 2 roles (admin and editor) is limiting. Also we have other content editing that we would want to allow others to do, but don't want them to have full access to our donor information.
l
lauren foster
Robert Hartman Agree 100% this would be helpful to have specific access (not full access)...
D
David Diskin
I'm brand new to GiveButter and am glad to see this on the wishlist.
I have a couple volunteers that I'd like to grant the ability to
view
our contacts, send
a follow-up email via template, log
a phone call, and maybe edit
contact details like add a phone number or fix an email address. But that's it.I also have a treasurer who would like
read
access to everything, maybe even the ability to download
, but no edit
capabilities.And later if Give Butter gives us a volunteer module (PLEASE), then I foresee the need for a volunteer coordinator role who has full access to that module but nothing else.
As our little non-profit grows, I want to delegate as much as I can to our board members and trusted volunteers. But I also don't want them to maintain spreadsheets for tracking donor calls. Having flexible user rights can get us there.
E
EWAN Board
David Diskin I'm adding another PLEASE to your request :)
l
lauren foster
EWAN Board Adding another PLEASE to this request...thank you for considering to add an email to specific campaigns (not full access as an admin)...please...
A
Adriana Alfaro
I would love to see something as detailed as Classy's roles and permissions settings (https://support.classy.org/s/article/roles-and-permissions) or at least a role for us to grant access to users to specific campaigns without everyone seeing every campaign.
R
Ryan Jones
This would be amazing. Creating something like Teacher and Student Roles. Where the Teacher can Edit only their Students Campaigns. Making so students can only view and manage their own campaigns.
C
Christi Kline
Allow workshop instructor to check in students and sell a ticket to the current event without being able to view other transactions.
J
James Mason
Having the ability to add a campaign manager for each campaign would be Great! It would also been nice to allow for “view only” access as well like QuickBooks does for access to reports. Thanks
l
lauren foster
James Mason YES AGREE - a campaign manager to each campaign would be amazing and would solve my issue.
M
MASKaty Center
When can we expect this feature?
E
EWAN Board
Yes! I would like to be able to assign a permissions to a user to manage an Auction or a specific campaign, without giving them visibility into transactions. Without the ability to refine what features a user has access to, it means either a few authorized people have too much work to do, or volunteers get too much visibility into donations/transactions (which some donors would not be happy about).
l
lauren foster
EWAN Board YES agree - a campaign manager for each campaign would be so helpful...Hopefully GiveButter will add this feature.
D
Dee Goins
Also the ability to limit access by tags. For instance I want this volunteer to only see tags that say January clients. I want this other volunteer to only see clients tagged February clients.
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