Create a role (or allow for a cloned role) that allows users to access lists/reports/mailing labels without having the ability to edit constituent data

A number of mid- to lower-level staff members need to use the lists and reports functionality in CORE, but shouldn't be editing constituent records.  The same is true of printing labels or doing mail merges.  But the only way to create a role with list/report permissions is to clone the Platform Manager role, which (even when heavily edited) automatically overrides a separate role that limits these staff to directory searches, with no editing allowed.  It would be great if there were more flexibility in creating roles to allow for situations like these.  You don't want to bother a Platform Manager with a request for a class list or mailing labels for current parents.

  • Anne Boudreau
  • Aug 12 2019
  • Under consideration
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  • Chrystalle Kiefer commented
    14 Dec, 2023 06:35pm

    You have so many different roles, but nothing to accommodate people that need more viewing rights without the editing! I have people that need to have search capabilities but NO editing rights

  • Christopher Obenchain commented
    3 Aug, 2022 03:23am

    This would be a tremendous help!