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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Jeff Stalnaker
We would love the ability to have a user permission level that allows them to see a specific campaign but not the others.
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Jamie Gahr
We would like the ability to give view only access by campaign and show tickets purchased/contributions made. Our concern is that some people who are requesting access to view the campaigns might start changing settings and mess up the tickets/campaign settings.
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Nikki Naar
a role for "check-in only" or "event volunteer" on a campaign by campaign basis would be great. Our event volunteers do not need access to all of our campaigns, transactions, customer lists, etc. Just check-in and on-site purchases/donations for that specific event.
Kait Cogswell
Merged in a post:
Admin on a per campaign basis
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Becky Kile
Ability to add admins for just specific campaigns only
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Steven Paulsen
This is a key feature need. We are exploring other platform options as we dont want volunteers to have any other access than the ability to check in or sell tickets for specific campaigns.
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PLCC Board
Can we get an update on this? It is very much needed in our organization to share information with Event Coordinators. Thanks!
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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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Colleen Ortegon
Jordan Patrick - Any updates on this yet? Maybe an ETA?
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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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