Altru Ideas

Additional System Roles or more flexibility with security

We need more additional system roles or more flexibility with security to give users rights to specific functional areas or tasks. Certain system roles override each other and make it impossible to do some jobs. For example, Data entry for memberships may happen at ticket sales, but you have to give more 2 additional roles just to have the ability to fully enter a membership.
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  • Jan 4 2016
  • Shipped
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  • Naomi Harding commented
    13 Feb 19:08

    We need to be able to restrict fundraisers from accessing certain items that they are able to do as Prospect Managers (like create new records) and the security functionality in Altru is SERIOUSLY lacking when compared to CRM.

  • Margaret Robinson commented
    October 13, 2023 16:12

    The status on this says "Shipped" but there's nothing to indicate what exactly has changed. Our organization only began using Altru very recently, but we're running up against the same problems due to the inflexibility of the extant roles.

    See also https://altru.ideas.aha.io/ideas/ALTRU-I-1950 - whatever was shipped as a result of this idea, and whenever that happened to be, the demand clearly hasn't been met yet.

  • Breanne Leach commented
    August 27, 2021 23:21

    I'm surprised that no effort has been made on this when the idea is nearly 6 years old.


    This would be extremely beneficial. We would love to be able to have volunteers assist with certain data projects, but we can't grant access to certain things without basically granting access to everything. Also, for constituents, you can either see all of them or none of them and it'd be nice to have more restrictions there for anonymous donors.

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