FA access to donation receipts
I just learned on the Idea Lab Live session that the DONOR tab has to be functional in the Portal for FAs to be able to view their donation receipts, thus making the portal accessible to any of our donors. We do not want this, we want to limit access to the portal to only our fund advisors, while still being able to provide them with the information they need. We are not comfortable with not being able to control who accesses the portal for information. If it is possible to restrict this to FAs, please make it so.
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Heather Hoy
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