11 results found
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All Record of Recurring Grants are Deleted by Fund Advisor in Portal
We just discovered with the new portal that when a fund advisor clicks "Cancel Recurring Grant", all record of the recurring grant is deleted out of the system. This is WAY too much access for the fund advisor to have. If they accidentally delete it, we can't view logs to see when it occurred or retrieve attached files to the recurring grant.
Please allow us the ability to turn off certain features in the portal (like cancelling a recurring grant) for fund advisors if we don't want to take the risk of information being deleted without our consent. These types…
82 votes -
Show Deleted Profiles in the Log
Have the log show the name, ID and date whenever a profile is deleted. Our admin needs an audit trail of all MAC (move, add, change) activities in the log.
25 votes -
Vendor Permissions Separate From Profile Permissions
Have the vendor area of a profile have different view, edit, delete, etc. permissions form the regular profile so that vendor info can be locked down to control payment information
13 votes -
Add the 'Log' Menu item to every screen that has data on it.
Many screens have the 'Log' menu item, but not all of them. For example, Fund fee type has a 'log' button to see who edited it, but Admin Fee types does not. But if you go into "Logs" and add a few filters, you can create a filter that approximated what the 'log' button would have done for that screen.
It would be best if all screens that had any sort of editable data on it had a 'log' button on it that would create a filtered log list for that item.
24 votes -
Separate "Create" and "Link Profiles" in Permissions
Can you please separate the "Link Profiles" permission from the "Create" permission under Profile Permissions? We don't want some staff to be able to create new profiles, but we want them to be able to link existing profiles to each other under relationships. Thanks so much.
5 votes -
Add Proxy Information in System Log when Login As is used - Audit Purposes
When I login as another CSuite User and then make an update, the system log shows the action was made by the CSuite User, not by me proxied in as the CSuite user. Is there any way for you to record in the system log when an action has been completed by someone else proxied in as the user? We feel this is critical for audit purposes.
14 votes -
View Only permission option for Log In As in New Portal
We would like a 'View Only' permission option for the 'Log In As' function in the new portal. For audit purposes, we can't have multiple people use this feature as it stands. However, it is crucial for our donor/partner engagement teams to be able to support our fund holders and grantees using this feature.
6 votes -
Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record
Only staff members with full "Manage Login Info/Login As" permissions on the Profile can fully set up a new "Fund Advisor" record through to the "Send Login Email" step.
Having "Manage Login Info/Login As" means the employee can reset ANY staff member's password - which means they can take over any account in CSuite. This is essentially the MOST critical security authorization available.
We will not give our fundraising staff this level of access, but it means that all new Fund Advisor setups must run through one of our primary site administrators rather than be managed by our fundraisers.
There…
16 votes -
Profile Permissions: Separate "Manage Login Info" from "Login As"
As the legacy portal end date nears, we continue to be bothered by the fact that the "Manage Login Info" and the "Login As" permissions are combined for the new portal, especially as it relates to Fund Advisors.
For our operation, the same people who support fund advisors through the Login As feature are NOT the same people who Edit the fund advisors' login, NOR manage a fund advisor's password (set or change), NOR Link an Organization or Individual to the Fund Advisor.
We require these permissions to be separated.
10 votes -
log
It would be very helpful for there to be click by click data displayed on grant logs for fund advisor activity. For example, if a fund advisor enters into their portal and requests a grant, having a click by click log of what process they took to request that grant (i.e. which search function they used or if they copied a previous grant). This would provide larger insight to the user experience in the portal and insight to grant requests.
Please add a click by click log to grant requests from the fund advisor side.
3 votes -
Follow link after login authentication
I get lots of emails from Community Suite when someone includes me on a Note, or creates a Voucher for a fund I'm an approver on. Clicking on the link in those emails involves a 3 step process:
1. Link takes me to the login page for our CS instance.
2. After logging in successfully, I'm taken to our dashboard.
3. But what about that original link? I need to go back to email and click it again, to go to the item in question.It would be great if, like on many other web applications, after login you were…
2 votes
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