Allow Permission Levels for Stewardship Administrators

Client does not want her Gift Officers to be able to edit fund information.

A View Only role would meet her needs. They go to lunch with donors and show them stuff on a laptop, so they  need to be able to see the info, but not change it.

She would like to create them as donor contacts instead of as Stewardship Admins, but I've talked to Spiller and there are several issues with that.

 

P.S. I don't see an Engage or Stewardship Management Functional Unit, so I put it under Users - feel free to change this if there's a more appropriate one, I didn't feel like Donors was exactly right either.

 

Thanks!

  • Mary Trautman
  • Aug 10 2017
  • Shipped
Employee Name Mary Trautman
Client Name "shard name" cedarville
User Stewardship Admin
Functional Unit Users
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  • Mary Trautman commented
    September 22, 2022 19:20

    Update: This page makes it look like there are only two roles in Standalone, IT Admin and System Admin:
    https://maryt-bbsm.academicworks.com/admin/roles

    Above page should be updated to add Donor Roles, not even sure there should be a System Admin and IT Admin role for Standalone? What can the System Admin do that the Stewardship System Admin cannot do in Standalones?


    If you go in to a User Record you DO have the ability to add a Donor Role (select the following roles) IF you set the Administrative Role to "none" first:
    Act - Stewardship Administrator

    View - Stewardship Administrator

    Stewardship System Administrator

    Thanks!

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  • Mary Trautman commented
    August 19, 2022 21:42

    Please add University of Portland (UPSTEWARDSHIP) to this FER, and see also this FER from SJUALUMNI

    STEWARD-I-81

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  • Mary Trautman commented
    July 21, 2021 15:02

    Note: This FER was meant for Stewardship Standalone and this feature has not shipped for that product.

    Clients do not want her Gift Officers to be able to edit fund information.

    A View Only role would meet their needs but ideally there would be Admin, Act and View just like regular stewardship.

    GOs go to lunch, etc. with donors and show them the portal on a laptop, so they need to be able to see the info, but not change it.

    Clients that would use this: Cedarville, Coe, Augsburg, afacademyfoundation, framinghamstatefoundation, mcdaniel, sjualumni

    Thanks!



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  • Mary Trautman commented
    March 01, 2021 23:22

    This has not "shipped" for Standalone - they need more roles.

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