Lock the name field of a user or add pop-up message
Currently, organizations are able to edit their own user information, and they are able to edit some fields of their organization information. I encounter that when there is turnover in an organization or a change in who is responsible for reporting to the Foundation that users share their log-in information and ultimately just change the information in a user profile from the previous user to themselves. While this is convenient from a user perspective, it makes our history look like that person has done all of the previous reports, submitted the application, etc, rather than alerting us to a new user. I would appreciate being able to either lock the name or email field of a user, so that a new user must be created in order to have the name be accurate, or add a pop-up or note when users edit their profile that asks that they not change the name, rather create a new account.
Mariah Williams
shared this idea
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Mariah Williams
commented
This has been a pain point for me since we went live. We see a significant amount of turnover in our applicants, and we frequently see the old users passing on their login and password to person taking their place - and they just change the name and email to themselves. It makes it look as if the new person completed all the prior reporting and that the Foundantion has had a relationship with that new person since the old person's account was created. This is difficult for our staff to manage as our records show that individual as having been in our system before, submitted reports before, etc. We aren't prompted (as we are with a new user) to spend time with that person ensuring they understand the requirements of their reporting,etc.
I would like to see either a pop up notification when a user edits their information (where we can ask them not to do this) or the ability to lock the name and email address.
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Mary Giraulo
commented
Applicants should not be able to edit the name fields. When staff leave an organization, they tend to pass on their username and password, and new staff go in and change the name. This means we have no consistent record of who submitted the application. If they couldn't edit the name fields, it would force them to contact us for help, and we could direct them in the process of creating a new account (after which we would transfer reports to the new account).
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Mary Giraulo
commented
Background: Applicants currently have edit capabilities on their own profile information. This works great for phone, address, etc.
Problem: Some are editing the name and email to be someone else, so that it's no longer obvious who submitted past applications. I would prefer that they not be able to edit the name, at the very least, and email ideally. But I'm not sure if you are able to restrict edit permissions for part of the profile and not the rest.
It's particularly bothersome when the person changing the applicant info already has their own account, for the SAME email address, and just doesn't know their password because they haven't bothered to press "forgot my password."