Edit Fund Settings : can we break those down further?
It would be AMAZING to have "Edit" permissions on Funds broken out slightly more. We do not want the entire organization to be able to "Edit" a Fund because that gives access to change investment pools, admin fees, division, segment, etc - way too many buttons that drastically change audit, revenue, and reporting.
However, our Donor Services dept would really appreciate access to be able to change who the primary fund advisor is, update pictures and fund summaries for the Giving Hub, and other settings related to the Giving Hub. Right now, our Finance dept is needing to help every time a change is needed there.
Would be great to have some of the "Edit" functions on a separate permissions level than fundamental fund settings!
Catherine Coker
shared this idea
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Caroline von Kessler
commented
This would be great.
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REBECCA UNDERWOOD commented
This would help tremendously.
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Candice Brock
commented
Yes! This would be very helpful.