Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-67 Allow a solicitor to only view the constituents who are assigned to them..
Ability to limit the Fundaisers to view only the prospects assigned to them
Merged
Right now, I'm able to limit all fundraisers to see only main prospects (Security by Constituency) but I am unable to limit the search to only their assigned prospects unless I create a different security group for each of my fundraiser.
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- Feb 25 2016
- Reviewed: Voting Open
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Related ideas
Blackbaud, please MERGE this idea with the three below, and combine the votes!!!!
https://renxt.ideas.aha.io/ideas/RE7-I-4767
https://renxt.ideas.aha.io/ideas/RENXT-I-67
https://renxt.ideas.aha.io/ideas/RENXT-I-99
It would be very helpful for us to be able to set Search so that certain Fundraisers could only search for the constituents assigned to them.
Jeanne Townsend: currently, the only way to produce your desired result is to create a constituent code for each volunteer and assign that code to their assignees. Then use security by constituent code for all those granular codes. Depending on your situation, it may not be completely out of the question.
This very specific restriction is great and good place to start. We also need more options, in general, to restrict access to various subsets of constituents—beyond security by constituency. Maybe query based or something? Definitely start here, though.
I am working on setting up NXT for our volunteers to use, but I need to be able to limit what constituent records they can see to only those "assigned" to them. I can limit what records they can see by constituent code within the security group in RE, but they can still use the "Search for constituent" bar in NXT to see anyone with the allowed constituent code. Is there a way to limit this access?
Thanks!
Jeanne Townsend