Laurie Principe

My feedback

8 results found

1. Event Manager without being Event Admin

   213 votes

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   85 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   AdminKatya Tyukina (Senior Director of Product, Wild Apricot by Personify) responded

   Hello everyone,

   I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

   
   

   The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

   1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
   2. Registration manager - help with accepting and managing registrations, including waitlist, before/during/post event. Has access above, plus edit and cancel registrations, run the waitlist, export their own list, and email their own registrants.
   3. Event lead - complete event management, including tickets, emails and event details, for assigned events. Can duplicate an event they run.

   
   

   Imptortant note: At every level there is no access to full contact list and details (only registration information), member records, invoices or payments, no refunds, and no sight of any event they haven't been assigned to.

   
   

   I'd like your reaction to some of that:

   1. Do these three levels match how your events are actually staffed, or is something sitting in the wrong one? Maybe overkill even.
   2. Assignment is per event. If you run 100 or more events a year, does that work? We will copy the assignment with event.
   3. A person gets one level across all their events, you will assign the new role same way as you do now. Does that break anyone who wears two hats — a committee chair at one event, a door volunteer at another?
   4. Any other concerns?

   
   

   On the admin mobile app, you'll probably notice the quickest benefits. It already performs the essential functions of a check-in assistant — QR and manual check-in, managing registrations, guests, waitlists, and recording payments. Currently, door volunteers can't use it because it needs full event manager access. Once access can be limited, the app will be accessible to those requesting it for their assigned events.

   
   

   Please let me know your thoughts.

   
   

   Best,

   Katya Tyukina,

   Sr. Director of Product, Momentive software.

   Hello everyone,

   I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

   
   

   The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

   1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
   2. Registration manager -… more
   An error occurred while saving the comment
   Laurie Principe commented  ·  May 3, 2020  ·  Edit…  ·  Delete…

   We would love to see this too. Event Admins have way too much access to financial records. Agree that access needs to be restricted to prevent everyone with event access from doing these tasks which should be handled only by someone with a higher level of event access.

   Add/modify invoices
   Record/modify payments
   Settle/unsettle payment
   Add/modify refunds

   This request/idea has been known to Wild Apricot for four years. Why is nothing happening?

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2. Overall registration count report over the years

   8 votes

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   0 comments  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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   Laurie Principe supported this idea  ·  Jan 22, 2020

3. Allow clients to change default event registration settings in the app

   8 votes

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   3 comments  ·  Wishlist » Mobile  ·  Delete…  ·  Admin →
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   Laurie Principe commented  ·  Dec 5, 2019  ·  Edit…  ·  Delete…

   The default of 'No' on both the iOS and Android app means that registrants show up as 'Anonymous' on the list of registrants for the event unless they remember to change the setting when they register. This causes so much headache for our event leaders that we are not going to roll the app out to our members until there is a remedy provided for this issue.

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   Laurie Principe supported this idea  ·  Dec 5, 2019

4. Event attendee visibility in member app

   4 votes

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   0 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Laurie Principe supported this idea  ·  Dec 5, 2019

5. Polls, send reminder(s) to non-responders to vote

   82 votes

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   13 comments  ·  Wishlist » Polls / Surveys  ·  Delete…  ·  Admin →
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   Laurie Principe supported this idea  ·  Jul 23, 2018

6. Embed the poll

   40 votes

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   1 comment  ·  Wishlist » Polls / Surveys  ·  Delete…  ·  Admin →
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   Laurie Principe supported this idea  ·  Jul 23, 2018

7. Log of changes - who deleted a contact, registration, or changed data

   111 votes

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   54 comments  ·  Wishlist » Security / Privacy  ·  Delete…  ·  Admin →
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   Laurie Principe supported this idea  ·  Feb 26, 2018

8. Privacy is the essence of a strong organizations practice and standards.

   8 votes

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   0 comments  ·  Wishlist » Security / Privacy  ·  Delete…  ·  Admin →
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   Laurie Principe supported this idea  ·  Feb 26, 2018