Settings and activity
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3 votes
Zac Smith
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9 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Zac Smith
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2 votesZac Smith
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4 votesZac Smith
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9 votesZac Smith
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3 votesZac Smith
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5 votesZac Smith
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4 votesZac Smith
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4 votesZac Smith
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3 votesZac Smith
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7 votesZac Smith
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66 votesZac Smith
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58 votesZac Smith
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14 votesZac Smith
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71 votes
An error occurred while saving the comment Zac Smith
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4 votes
Update: This is available in a Profile Custom Report. If set at the profile level, this will carry over to the grant. It can be edited.
An error occurred while saving the comment Zac Smith
commented
The profile field is helpful and something we have been filling in, but effective enough to supplement the need for a bulk edit on the grants themself after they have already been created. There are just too many cases of a new grantee where the field is not filled in and therefore it is not added to the grant or where the grantees service area is not a match for the grant (grantee is national, but this grant is for a specific local town or county). It would also be helpful in the case that we were changing the way we report on Service Area by adding new options or condensing previous options, we would of course want to update historically so reporting is not a mess for everything before that point.
Zac Smith
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9 votesZac Smith
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7 votesZac Smith
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4 votesZac Smith
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10 votesZac Smith
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Agreed, the current version is not to a security level we would need to implement it. Having "login as" access then opens up the ability to change the ACH info for anyone and simply changing a profile's primary email opens up the ability too with the new portal's "login with email" option. I would actually prefer to see this tied to the "pay" email over the primary since that is the ACH notification email. And then the verification button and/or at least some notifications to that email both when the ACH info is changed and when that "pay" email is changed? Something that could raise some flags if anything unauthorized was happening.