Administrator Group Permissions - Contact Management

whatsherlips

Hey folks. Does anyone know if there is a way to limit permissions so that an administrator in Constituent360:

1) can view all contact information, interactions and transactions for a constituent, and

2) can add offline credit card transactions, but

3) can not change contact data or delete transactions?

Andy G.

try this:

Contact Management - View Non-sensitive Contact Data

Transaction Management - View Transactions

these 2 above should satisfy requirement #1 & 3.

for #2, I am not sure how your business works, but for us, we are using Teamraiser for our donations so we add this:

TeamRaiser Management - Register and Manage Participants

good luck!

Andy