Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Add granularity to low-level system roles

We need the ability to give low-level users more permissions without making them managers. For example: Ticket seller + merchandise sales + edit name/phone/email/address on constituent record. This is currently not possible without making them a manger. Please see this discussion: https://community.blackbaud.com/forums/viewtopic/400/45045 "Custom System Roles?"

  • Vicki Cotton
  • Mar 27 2019
Customer references Laura Bandt, Cristin Salvador, J Kiku Landford McDonald
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  • Bill Carey commented
    24 Oct, 2019 09:18pm

    Granularity is desperately needed around Delete functionality. Case in point, we had a temp in Accounting delete a post to GL process not once, but twice! In most CRMs we would have been able to grant her permission to run the process but not edit or delete it - but alas, not in Altru!

  • Melissa Maney commented
    28 Sep, 2019 12:07am

    Our staff get confused with too many options and areas for them to get into and have accidentally sold things through back office without ever meaning to.

  • Kathleen Shipley commented
    4 Sep, 2019 11:24pm

    All of our staff have way more system roles then they really should.

  • Gary Rohrer commented
    25 Apr, 2019 03:52pm

    This is needed badly!  I have over 60 users and the basic roles do not fit their needs.  We have so many hands in the cookie jar that something bad will happen to our data