Restrict security so volunteer solicitors can only see the people they are assigned to.

We want our development committee (peer solicitors) To use NXT to track their outreaches. However, it’s totally out of the question for them to be able to view records of people they are not assigned to. We need a simple way to make sure they only see names they are assigned to. The current workaround (creating a new constituent code for each solicitor and restricting access based on Constituent code) is unwieldy and creates a lot of extra constituent codes. Not for nothing, but this seems like a baseline functionality. I’m very surprised it does not already exist.

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  • Sep 22 2022
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