Choose what portfolios can be seen by User Group

Leadership may need access to all fundraiser's portfolios, but Fundraiser's may only need access to their team's portfolio and should not have access to Leadership's portfolios.  Currently Access to others' portfolios is All or Nothing.  It would be helpful to choose what portfolios can be seen by certain security groups.

  • Marilyn Garvey
  • Jun 28 2018
Security
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  • Melissa Lide commented
    June 25, 2019 18:44

    This would be especially helpful with top tier prospects who wish the utmost of privacy so that only Leadership could view

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  • Manuel Montiel commented
    June 25, 2019 18:35

    YES! This is MUCH needed, especially for organizations with multi-tiered leadership

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