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
  • Reviewed: Voting Open
Portfolio
  • Attach files
  • Jennifer Watson commented
    16 Sep 15:28

    I have to give our gift officer's admins rights to "view other portfolios" and it is all or nothering. These admins should only be able to see the portfolio of the person they work under and not all the other portfolios. Let us be able to select which portfolios a person can see when they have this right. In dbview, there are several rights for areas based on a certain value, ie security based on constituent code. This is a very similar concept to what we are asking for her.

    Attachments Open full size
  • Nancy Plotkin commented
    August 25, 2025 16:59

    This is definitely needed. We do not want all our employees to see everyone's portfolios, just their own team.

    Attachments Open full size
  • 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

    Attachments Open full size
  • Manuel Montiel commented
    June 25, 2019 18:35

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

    Attachments Open full size

Related ideas