Specific User Access
I have two ideas sort of rolled into one here: We have a gal who is doing contract work for our Foundation and she needs access to similar to an administrator so when the organizations she is working with have questions, she can see what they are looking at. However, she does not need, nor do we want her to have full administrator privileges. It would be great if there could be a user option where as administrators, we can assign her access only the the things we want her to have access to.This would also go for Board Members we have working on specific projects. They have done the print version and now want to see what it looks like in the online system. Print packet sort of works, but doesn't give them a realistic view and not all the Board Members need access to the forms either. If we could assign access to those who need it, that would be helpful. Thanks.
Jessica
shared this idea
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Chris Dahl
commented
Hi Jessica,
I'm not sure if it helps address your needs, but we've added 2 roles (in the 4.6.0 release in early July):
- Grants Manager (limited functionality - cannot create or edit forms, processes, etc., but can mark forms as complete and so on)
- Auditor (read only to entire site)You can talk to your CSM to get more details. Please let me know if these will help.
In regard to your suggestion, creating an interface (and training people) to be able to configure access to data and functionality on a very granular level is exceedingly complex. I've worked on large systems with large security teams who've done this type of work, and it is time-consuming and expensive. While I can understand why people may want it, the trade-offs make it unlikely that we'll be implementing something like this anytime soon.
Thanks for taking the time to comment, and again, I would like to hear your feedback regarding the additional roles we've added.
-chris