Roles with Custom Permissions
in progress
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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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Ken Cline
While you're implementing an updated permissions capability (a non-trivial task!), please make it as granular as possible. Ideally, with field-level access controls (e.g., allow some users to have arbitrated access to each field in a record.) Also, allow authorized users to create custom roles.
Something important is the ability to control who can create tags or at least a subset of tags. A category of tags (I'll call them curated tags) that is centrally managed must exist. These would be things like Volunteer Class (Volunteer, Volunteer-Transport Coordinator, Volunteer-Transport Driver) - things that would be used at the organization level to filter/segment the contacts. Without curated tags, you wind up with things like Vol-Trans Coord, Volunteer-Trans Coord, and Vol-TC. These can be fixed, but it's best to start with clean data when you have hundreds (or thousands) of contacts.
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Beth Eschenfelder
Jordan Patrick & GiveButter Team: Can you be more specific than "IN PROGRESS"? I asked about this many months ago and was told it's in progress. This is an essential needed feature -- i.e., restricted access to revenue and bank account information: critical. Thank you.
Jordan Patrick
in progress
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Lance Escobar
Jordan Patrick - YAY!!!
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Stephane Gringer
My use case is our school's back office who just needs access to transaction and banking data. I don't want them running around in campaigns potentially breaking things 😇
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Lance Escobar
I would love to be able to give our Accounting Specialist and Treasurer the ability to run reports without having access to make changes to anything in the system. I read-only access if you will. This a great idea!
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Dawn Linnemann
This is desperately needed. It really limits who can have access.
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Renee Roquet
Hands down we need this. Currently entertaining other platforms because of the lack of this essential feature.
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Elizabeth Occhipinti
This!! 🙏
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Larry Pint
I, too, would like to see the ability to setup users with access to (and notifications from) authorized campaigns only.
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lauren foster
YES!!!! Volunteer roles to access campaigns would be so helpful!
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