Customizable CRM Manager Permissions to Restrict Donation and Transaction Access
L
Lacey Diggs
User would like more granular permissions for the CRM Manager role. They want certain users to be able to access and manage Contacts/CRM, but they do not want those users to see donations, transaction amounts, or the Transactions page.
Currently, CRM Managers can access the donor database but can also view donations and transactions. The user would like the ability to customize CRM Manager permissions so these users can perform CRM-related work without access to donor financial information.
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J
Julie Wondergem
This would also be helpful when we start adding volunteers and perhaps volunteer scheduling to the CRM. We would not want our program managers to have access to transactions or donors but we would need them to engage with volunteers.