Ability to add non-constituent relationships without needing access to creating constituent records.

Ability to add non-constituent relationships to records is tied to access to adding new constituent records. While we want to restrict who can create new constituent records, we do not want to restrict who can add non-constituent relationships like family members, places of occupation, friends, etc that may not need a full record.

  • Andrew Loughridge
  • Mar 26 2025
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