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CommunitySuite Idea Lab: Grants, Grantees, Grant Types

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Make Edit Recurring Grants tied to Advisor permissions

In the new portal, the permissions are such that ANY advisor listed on a fund can edit a recurring grant, even if those advisors dont have any edit permissions on the fund. In the old portal you needed GrantReq permission to edit, but that is not the case for recurring grants in the new portal. Please consider not allowing anyone with any fund access to edit recurring grants, and instead, restrict access to those who create the request or others as assigned specifically.

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Gregg Oosterbaan shared this idea  ·   ·  Report…  ·  Admin →
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  • Gregg Oosterbaan commented  ·   ·  Report

    In the new portal, the permissions are such that ANY advisor listed on a fund can edit a recurring grant, even if those advisors dont have any edit permissions on the fund. In the old portal you needed GrantReq permission to edit, but that is not the case for recurring grants in the new portal. Please consider not allowing anyone with any fund access to edit recurring grants, and instead, restrict access to those who create the request or others as assigned specifically.