Custom Administrator Permissions - to define new admin roles and access permissions depending on an organization needs
Currently there are set administrator "roles." If an organization's administrators don't fall neatly into these roles, then they end up with either too many or not enough permissions. It would be nice to be able to customize administrator roles, and determine whether that type of admin has full access, read-only access, or no access to all of the items described in the tables on the Site Administrators help page. I.e. A page to create/edit a role with radio selection to determine access for that role for each feature of the site. This would be immensely helpful for reducing clutter for administrators that don't need to see certain features and menu tabs. http://help.wildapricot.com/display/DOC/Managing+site+administrators
Ann Moran commented
We would find these suggestions very helpful.
Martha Stone-Martin commented
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.)
This would be a useful feature every time we have a new secretary or editor or member of the tiny part-time management staff.
Back in the monochrome screen days, I ran a Unix-based Novell network. Like MS-DOS but better, its OS allowed assigning the classic rights to individuals folder-by-folder or more broadly -- by typing commands. The current WildApricot interface is superior to that. More, I'd like to give a newbie the rights to look around, comparing our reality with the tutorials, and to mess around as web editor in an admins-only sandbox. As it stands, I can do one or the other. TIP: You can go back and forth, changing your trainee's rights in moments.
When considering administrative positions, there should be the ability to assign an administrator(s) for a specific web page, This would allow a web page to be created for a group and then a member(s) could maintain the page as needed without the site administrator's intervention. For example, any file upload for the group - minutes, notes, etc, have to be done by an administrator with web page permissions. When creating a page admin, this should not count against the organization's administrator count.
Nicolas Eckert commented
Our organization could use a level for Event Manager and Event Leader role. The Event Manager role would be able to create new events and designate the Event Leader. The Event Leader could then manage their event details, participants, event finances, post event reports, etc. The role of the Event Manager is to oversee the multiple events and provide the Event Leaders support.
Currently we have far more event leaders than we have Admin roles and the Admin role gives far to many rights to these people.
I would consider this to be the single most thing that would help our organization.
Mary Martin commented
I agree with needing limited administrative rights
Walt Bilofsky commented
This would be helpful for us. We would like to give an event manager just the necessary permissions without having broad access to financial information, the ability to email the entire membership, etc.
Andrew Steele commented
Thank you Evgeny for the comment and support. Yes, I saw several other posts requesting specific permission sets, and figured this would be a good way to address everyone's admin permission needs, including our own organization's. Thanks for the consideration.
AdminEvgeny Zaritovskiy (VP Technology of Wild Apricot by Personify, Wild Apricot by Personify) commented
I fully support , Liz. This is exactly how I was planning to resolve a number of accumulated various roles requests. Thanks for posting.
But we will have to keep in the wishlist for now.
Maybe this will come when there is an ability to secure files, and not just the webpage.
I think it is a good idea.
Mary Adams commented
We would like to allow certain key members (such as committee chairs) to have read-only admin access. But the current definition of read-only includes the ability to download the full contact list of the organization.
Our organization has over 4,000 names on our contact list. Even though we trust the people to whom we would give access, it feels inappropriate to give this capability to anyone but full admins. Frankly, I'm not even really sure why this is the case today?
We would like to have an administrator role capable of viewing and editing contact details, checking and updating membership status, and processing event registrations. However, we would like this role to NOT be able to see any donation information. This is basically the Membership and Events Manager roles but without any donation access.
Our situation is this: we have education staff who run education events. They need to know if someone is a member, be able to process a renewal, etc. They also need to be able to add attendees, print attendee lists, etc. But we don't want them to see the donation info of any of the event participants. We want that information to be limited to our development staff.
Ideally education staff would only be able to manage education events (we have development events, too). Right now we're ok with them being able to see (and theoretically manage) development events, but a cleaner separation would be nice. I know this is on the wishlist as per this thread: http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827180-event-manager-for-specific-events-only-with-limite
Also, this request is similar to a request for limiting event manager access to financial information to events only: http://forums.wildapricot.com/forums/308929-general-discussion-and-questions/suggestions/8822770-limiting-event-manager-access-to-financial-mgmt-to