More granular user access / Un accès plus granulaire pour les utilisateurs
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Jim Powell
I would like to be able to manage user access more granularly:
For example
- add users so they van only view the forms and info but not edit it
- being able to give users access to specific forms
- give the ability for users to manage donations without seeing PII
- being able to go back to separating ticketing / donations access
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Soumaya Zakaria
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This feature is now available! For more details on how you can get new users set up with specific campaign permissions please see our guide here: Add users to an account or manage their access/permissions
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Jennifer
Soumaya Zakaria Hi, the new feature is so helpful! However, there seems to be some glitches. When you go to the donor profile, you are able to see every campaign they've donated to and the dates of those payments. Would it be possible to make it so that users who have access to specific forms only see donations to that form? Additionally, users with specific form access can also see payout information. Could that also be taken out?
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Steve
Soumaya Zakaria Hi - The link to the guide that you mention is not live. Thanks.
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Jill
Jennifer Hi there! Thanks for your response, that shouldn't be the case unless you've also provided the user with access to the payouts tab & contacts tab. Would it be possible to reach out to contact@zeffy.com noting your login email and the questions above and we will be more than happy to assist once we can look into your account directly :)
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DENISE
I agree. I would like to give users read only access where they can download rsvp information for specific events, but cannot alter it.
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e groupe scout
Tout nouvel utilisateur de tap to pay a accès aux données des clients. Cela n'est pas sécuritaire et il faudrait pouvoir limiter le nombre d'utilisateurs autorisés.
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Stacy
Need to block users I have created from starting rogue campaigns not authorized by the nonprofit's Exec Board and Membership.
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DENISE
I agree. Our PR team should not have access to banking data. They just need to set up the event.
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Daphne
I agree, more granular control (e.g., giving some organization members access to only certain forms, or certain information) is very important.
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Mushtaq
This is much needed feature. A person should be able to create the form and manage it but should not have access to other forms
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Islamic Center of Yorba Linda
Agree; need to be able to have more than one admin role enabled also
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Mark
Agree with Jim Powell. An ability to allow users to use specific forms without any access to payments and PII. So I vote to add these functions!
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Danielle
I vote to have more control over which users see what based on their role and function within our organization.
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