"Read Only" Fund Advisors on Portal
We have a few funds that have "Read Only" Fund Advisors. Meaning they can not request any grants and can only view the donations, grants, and statements. It would be nice to either mark the read only advisors or hide them on the list of advisors.
Christy
shared this idea
Hello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
-
Kylan Durant
commented
Different tiers for Fund Advisors: It would be nice to have an option for someone (financial advisor, accountant, marketing, etc.) to only view the fund and not have permission to be listed as the grant advisor on a payment. A view-only type function instead of being allowed full access to make decisions about the fund. Thank you!