Flag profile to have portal access ONLY
It would be nice to be able to flag a profile to have access to the online portal, but not be labeled a fund adviser. For example, many of our clients want their quarterlies to me mailed to their accounting firm, etc - however, having their name show as a fund adviser is misleading!
Courtney Brown commented
Bryan, having fund advisor is necessary as it states who is in charge of the fund. But we need an additional option, besides fund advisor... maybe "portal access only" instead of fund advisor.
So Fund Advisor is our area for giving them any access to the portal which would be very tough to change. Would being able to hide the fund advisor list on the portal resolve this for you? And if so, would it be best at the system level (for everyone) or on a fund by fund basis?
Kathy Reiter commented
In our past portal we had given our Affiliate Chairs/Representatives view only access to the portal for all funds relating to their affiliate. It probably wouldn’t look good to our donors to have other people in their community as “Fund Advisors” on their fund(s). Really hoping this can be changed. Is it necessary to list the Fund Advisors at all?
Greg Probst commented
Agreed. To us, Fund Advisor means they have "full access" to a fund, whereas a committee member working on a project who may temporarily need access to see tickets, donations, or other activity while not being labeled a full-fledged fund advisor.