Add a User Role where they would not have access to donation records

55 votes

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!

Under consideration Team Management Suggested by: Gerri Leach (19 Jun, '20) • Upvoted: 19 Apr • Comments: 4

Comments: 4

20 Apr, '22
Sue S.
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.
2
21 Apr, '22
Melanie A.
Ditto both Gerri and Sue's comments.
17 Oct, '22
Heather
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.
18 Nov, '22
David Starnes
I also agree to both Gerri and Sue's comments.