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.

Additional System Role Suggestions

Hey Community - As you may have noticed, we've begun to add a few new system roles with each release. Stemming from the idea to customize roles, we've decided to create more specialized roles gradually. 

So here is what we need from you - suggestions. We realize that there are many roles you'd like, so please REPLY below with specific details about the roles you need. Be specific. You could suggest a role that only had certain rights or a role that restricted certain rights (like our restricted revenue role). We'd like to keep all the role suggestions in this post for now. 

ONLY ONE ROLE PER REPLY, please



If you agree with someone's suggested role, please LIKE their reply. This will allow us to keep track of how many "votes" a suggested role has.



Feel free to comment on someone's suggested role, if there are tweaks you'd like to make. 

We know this post will get long - but if you use the LIKE option, we'll be able to see which roles you'd like first, and prioritize from there. 

Thanks for all your suggestions! 
  • Guest
  • Jan 4 2016
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  • Angela MacManus commented
    September 20, 2017 23:52

    Would like a VIEW ONLY role please.  One where someone can view all the database (except WEB and USER ADMIN), we have staff that we would like to give access to the system but we don't want them changing anything!!... they just need to look at the information the system contains, run reports, run queries and drill down to transaction level!

  • Guest commented
    January 21, 2017 16:00

    Another comment about the Calendar View Only user role: When hovering over an item, this role should be able to see the important information about both program events and group sales. Right now, the information that shows up is different between the two. I would like to see the hover box show the following for all calendar items: Location, notes (not even an option for program events so we use the description for this), and number of visitors or capacity. This role cannot currently see Important Notes in group sales, which is a  big problem for us. On the flip side, this role should not be able to see revenue information for group sales such as how much a wedding cost. The List view should show the items I listed above in columns and should be printable. That way, I can print a version for our volunteers to look at without having to have an Altru account open. This user role is so close to being useful, but it does need some work before we  can really use it.

  • Guest commented
    May 20, 2016 14:42

    We want the Calendar View Only users to be able to click on and view Events and Programs the same way as you can Reservations. Our maintenance, security, gatehouse, and set-up crew all need to be able to open an event or program from the calendar and see the resources, location, notes, staffing resources, etc. We do not want them to be able to edit these things, however (we are talking about 50+ employees here...). This needs to also be printable. There is no current way to create a schedule for the week that includes everything on the calendar and all of the corresponding resources and notes.  

  • Lori Matoba commented
    April 04, 2016 23:04

    Is there a possibility to limit a role(s) so they canNOT delete constituents, or dissolve households.  Since there are many roles that have the ability to change/update records, it would help if these could be removed in some roles, like development data entry.

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