Create permissions Sponsorship Information Only — not including financials.
We have employees and volunteers who's job it is to care for sponsorships out in the field OR update sponsorship communication, but not be in the middle of the finances. Can you create a permission level that lets people see the sponsorship information, read notes, etc. but not see our entire financials (dashboard financials). An average employee and specifically an international employee that manages the program does not understand the financials and the USD. Bottom line, we need a way for our team leaders to see sponsorship activity, manage and update the orphans and not be in the money.
Linda
shared this idea
This work has been completed. If an administrator has access to view sponsorships but not donation records they will not see the financial details of a sponsorship.
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Linda
commented
Sorry whose vs who's :-). It would be helpful if our US offices and international offices were able to work in the same information with the sponsorship. Perhaps this is already there and I am missing it?