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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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
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).
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.
Kait Cogswell
M
Melissa Simoni
Yes! this would be so helpful instead of giving them access to all of our campaigns!
G
Gretchen Miller
This would be so helpful. Excited to see it role out.
Max Friedman
Gretchen Miller: Was this a pun? 😆
G
Gretchen Miller
Max Friedman: 🤣 funny—didn’t spell check but that worked out
Jesse Saldana
planned
W
Walter Jenkins III
Jesse Saldana: thanks Jesse would love to give a specific user access to view only one of the Many campaigns as that campaign is specific to them and their fundraising efforts instead of them being able to see every campaign and entire database
W
Walter Jenkins III
Jesse Saldana: does the Plann have an ETA? Hopefully yesterday LOL
Jesse Saldana
Walter Jenkins III:No firm ETA at the moment, it's on our H1 roadmap for 2024.
I
Ivan Vidyakin
This is a critical feature to have. We need to give access to graphic designers to create or edit campaign design, but we are not prepared to share all donor and campaign info with third parties.
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