Restrict View Access To Certain Constituent Data

We want all of our development team to be able to see all constituents in the database. However, we would like to be able to choose which constituent information they may see: for example, notes and sometimes giving history. It would be nice to have more options under the security setting for constituent data that we could pick and choose which tabs of the donor information they would be able to see.

  • Guest
  • Mar 30 2017
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  • Guest commented
    September 04, 2018 21:37

    If you are referring to NXT view, I fully agree.  The access in NXT to any record and giving history is a security issue for us.