Create VIEW ONLY proxy / "login as" permission
My team finds it incredibly helpful to proxy in / login as a donor to help them navigate the portal. Right now, if you have the proxy in permission, you are able to make grant requests and changes to the constituent's profile and fund. The system log does not mark those actions as the person who proxied in. It marks those actions as though the constituent made the changes. This is critical for audit purposes and creates several security and control issues.
My request for fixing this issue is to either create a VIEW ONLY option for proxying in as a constituent.
OR
Update the system log to be able to identify that an action was done by an employee who proxied in as the constituent.
Katie Hayhurst
shared this idea
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Anna Wagner
commented
This would be great. We have donors who would be terrified to know that we could proxy in as them and it look like they made the action.
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Zoe Parham
commented
This feature is critical for us to effectively work alongside our fund advisors in a professional manner and orient them to processes / opportunities in the portal.
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Scott
commented
A great tool to help a donor orient to portal AND very important to document proxy for audit purposes.
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Catherine Bucholz
commented
This would be extremely helpful for our team to walk donors through the portal both virtually and in person during meetings!