I agree with the comments already posted about separating the financial function, creating read only access and having individual controls.

I definitely support this idea. I'm in the middle of restoring nearly 400 records that were inadvertently suspended by someone, and it's a messy process where even after importing, I'm going to have to go through and manually verify and/or update each one. If she had been able only to see that stuff but have admin access for only specific things, that would never have happened.

It would be great if there was a read-only membership manager role. The functional that I am looking for is ability to view the content of restricted contact and membership fields without being able to make any changes.

Here's an example of why customized admin levels are critical: We depend on volunteers to post upcoming classes & events. But that also gives them access to financial aspects of classes, which in our situation is a real problem. We've had instances where people went in and canceled their own invoices. We need the customized approach so people can manage the content-creation part but not the finances.

Every association is different and we should have the ability to set up Admin permissions to fit our needs. Period. Please make the magic happen.

Hi D Lee, not sure if I understand you correctly. Admin with "Membership manager" access rights DOES have access to customize membership emails.

We need this. It also seems weird that the Membership Admin can not edit the Automatic Membership Emails... Would be nice if that was a specific Admin feature.

Would be a great aid to Administration to provide functional access to individuals. Currently everything has to be done via one admin to keep controls and consistency

I like the radio button option. My huge problem is that read-only access comes with the ability to export contacts. Doesn't feel appropriate for read-only....

I merged the last 2 comments into this thread (Custom permissions) as this is currently seeing as the best approach to solve this and a lot of other related scenarios.

Could you elaborate on the problem this creates? E.g. Why wouldn't you want a board member to see financial information, if they can see membership information?

Note, we're not trying to split hairs here, instead we really want to understand the specific problems this would solves.

I am having the same issue. I have around 25-50 people on our board at any given time. They all want to be able to view certain aspects of the website backend, like membership. But I don't want them to have access to everything. Why can't the different levels also have different sections?
Like Membership Admin: choice #1 Full Access, Choice #2 Read-Only, Choice #3 View database, but not financial/Invoice information.

More ADMINISTRATOR selections/restrictions.

This is critical, we have events that range in price from free to $6000. I have to give every person coordinating any event full access to all of these events. This is a major error waiting to happen. Accidentally, screwing up a $6000 event can cost us a lot of money.

I agree that the administrators should be able to customise the permissions to suit the organisation. I would also recommend this be implemented ASAP

I agree with this request and strongly recommend that WildApricot implement as soon as possible

I'm having a member who is assigned to "Newsletter Editing". It is a must to have very detailed access restrictions for admins.

Would also like the ability to limit event managers access only to the events they are assigned.

We would find these suggestions very helpful.

I support the idea of customized roles as long as one can separate the "donations" tab on a members record from view of admins with defined limited permissions. The separation of "finances" is too broad as it is an individual's donations that should be excluded from view from an admin who is only charged with the ability to create and send emails (which also involves access to membership records.)