Change fundraiser to view work center for only others within their security group

RE users, fundraisers and support, are set in specific security groups. The Control Panel, Security, displays those within the group ok. In Fundraising, Work Center, when changing the fundraiser, the drop down option shows all staff. It would be very helpful if it only offered others within the same security group. For now, I delinked the RE constituent id of all support staff in RE Classic so that the drop down option will display a smaller list.

  • Esther Angell
  • Feb 23 2016
  • Reviewed: Voting Open
Work Center
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  • Jennifer Watson commented
    16 Sep 15:30

    This is such a needed feature - whether it is by security group or allowing the admin to just select which portfolios to allow access to. I have to give a fundraiser's admin right so they can see their boss's portfolio, but I am also giving them rights to every other portfolio in the system. This needs to be updated so we can choose exactly who can see who's portfolio.

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  • Guest commented
    February 23, 2016 22:41

    Thank you for posting, Esther!

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