new administrator role - Read-only access [6904]

Last post 09-27-2010, 10:32 AM by Chief_Apricot. 23 replies.
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  •  04-21-2008, 3:30 PM 6339

    new administrator role - Read-only access [6904]

    Feature Description.

    We would like WA to develop a new "Administrator" class that would enable the user to "read only" all the membership data in the Membership database. They would be able to do "Advanced Searches" on this criteria, and download the results of searches. They would NOT have the privilege of uploading records. We would like them to see information that cannot be seen at the membership level of the MMS (and even information that members have selected not to be shown in the on-line membership directory). This includes details of active members, lapsed members, pending members, names, addresses, emails, and all other membership data fields.

    They would not be able to send "email blasts", this is reserved for the existing admin classifications. If the capability can be limited to specific criteria, then it may be ok to give them email sending privileges.

    They would not need to see the financial reports or transaction records (unless this was able to be limited to specific criteria).

    Rationale

    The reason we need this capability is that we have member groups, all over the country (called "Sections"), that need to keep track of their local membership, currently the local Section Executives are just at the general membership level. We don't want to give them all full membership management "Admin" privileges as this would be difficult to control and may jeopardize the integrity of the whole system. There are over 25 sections across the country.

    Currently the system administrators have to provide this information based on specific requests from Sections, and it would be easier if we gave the local section executive the privilege of seeing this information themselves, when they want and need to, rather than having to wait for the current administrators.

  •  04-21-2008, 9:20 PM 6346 in reply to 6339

    Re: Wild Apricot (WA) MMS - new admin "read only" capability

    Patrick, I really appreciate the detailed write-up and explanation. This makes good sense.

    I will add this to our list and  while I can not yet predict any timelines, I can assure you that this level of details goes a long way to bump your request higher in our queue.


    Dmitry Buterin, Chief Apricot
  •  04-22-2008, 9:13 AM 6356 in reply to 6346

    Re: Wild Apricot (WA) MMS - new admin "read only" capability

    We have had more discussion on our request, and If our feature request is difficult, another solution that would meet most our needs would be to make the "Renewal due on" field to be a field that could be seen in the Member Directory and viewed by members. This solution would eliminate any "privacy" issues that arise with give giving more people administration privleges. We realize that some people could decide not to show this field, but that would highlight itself and enable th local section to follow up.

    The major requirement we have is to enable local sections follow up on membership renewals, and having visibility to the "Renewal due On" field would solve most of the problems.

    Please consider this as an alternative and / or option to our other feature request.
     
    Again many thanks for your speedy response to consideration of this request.
  •  04-22-2008, 9:22 AM 6357 in reply to 6356

    Re: Wild Apricot (WA) MMS - new admin "read only" capability

    OK, noted, thanks.

    Dmitry Buterin, Chief Apricot
  •  05-05-2008, 6:58 PM 6655 in reply to 6357

    • gypse is not online. Last active: 02-08-2012, 8:28 PM gypse
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    Re: Wild Apricot (WA) MMS - new admin "read only" capability

    I could see many different instances where you might want to grant someone ability to see membership records - or portions of records - but not the ability to add/update/delete - or not the ability to update all fields.

    One could be the ability for "vendors" to peruse the database in some limited fashion to verify group membership before granting a discount to a particular member.  (Many groups solicit discounts for its members - then face how to prove the person is a current member at time they are asking for the discount.)
    (Many groups do not want their membership list to be public - and may not want the vendor to have rights to the members only page.)

    Various volunteers might need to see data - but you don't want them to have the temptation of being able to adjust the renewal dates - extending people without payment.

    Volunteers doing membership drives might want to verify people that are current/past members and people that have been contacted before so they are not "spamming" people in their attempts to make new people aware of the organization.  They might need to add contacts to the database and update a contact field with information about when contacted, etc.

    Volunteers updating info on "juried members", etc might need edit acceses to just one field or set of fields, to put in results of jury, etc.

    So, might be a database field level thing - locking and/or hiding some info unless the person has the right sign on.  Might be a "canned report" feature that people with the right sign on can look at. 

    The more powerful the options, the more uses that will be found.

     

  •  05-05-2008, 7:32 PM 6665 in reply to 6655

    Re: Wild Apricot (WA) MMS - new admin "read only" capability

    Yes, the need for more granularity in access control comes up more and more often and we will be considering this.

    Dmitry Buterin, Chief Apricot
  •  03-03-2009, 3:37 PM 11502 in reply to 6665

    • Anonymous

    Re: Wild Apricot (WA) MMS - new admin "read only" capability

    We continue to look at more granular controls, but we still have to some analysis on this before we are ready to develop it. For time time being we are going to move this to the Wishlist.

    As always, we appreciate any ideas or notes you have about this suggestion.

  •  03-03-2009, 4:03 PM 11503 in reply to 11502

    • gypse is not online. Last active: 02-08-2012, 8:28 PM gypse
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    Re: Wild Apricot (WA) MMS - new admin "read only" capability

    To me, this is an extension of this discussion re admin roles - http://community.wildapricot.com/thread/10370.aspx

    The bulk of the request in this thread is basically for reports with controlled access  . . .
    that you can create a group (region, vendors, etc) that have access to a certain report or set of reports that can be viewed on screen (or printed).  Reports are pre-set re fields that can be seen.  Search capabilites/Sorts within the reports are needed.
    Basic result, authorized people may access pre-formated data in a controlled fashion.

    Some of the requests also may spill over to the ability to have these people contact members on an as needed basis.  Don't want to allow mass email/spamming abilities, just ability to connect with individuals to conduct specific business.  Either an email link, that the person just has to click on to trigger their local email program with the address pre-filled or a "hidden contact" feature like is asked for in other threads.

    Vendors might use this to confirm the product to be offered at a discount to this person . . .
    Membership committeess might use this on a selective basis to try to get old members back . . .
    Regions might use this to deal with limited member communications (for larger emails, should be a communications manager function within a group/subset of the main membership database, as discussed in thread noted a start of this response)

  •  03-04-2009, 1:57 AM 11510 in reply to 11502

    Re: Wild Apricot (WA) MMS - new admin "read only" capability

    Perhaps one way to implement this would be the following:  Allow the administrator to create searches and save them.  Give each saved search a dedicated link.  Give certain people (and only certain people) permission to see that link.  Have the link load "live" each time it is accessed with the current data.  The data would be read only, not changeable, and perhaps presented in a tabular format, or some easy to read format that doesn't require clicking on each record to see the details.

    I know I would find this helpful and easy to administer.

  •  03-06-2009, 4:07 PM 11549 in reply to 11503

    Re: Wild Apricot (WA) MMS - new admin "read only" capability

    Not sure if this request belongs here, but it seems related.

    Currently Events Manager can delete or archive a member. Since we are giving Events priviliges to an outside organization who manages some of our dinner events, we certainly don't want a member deleted or archived by accident.

    We do want them to be able to sign someone up for the event, so that capability should remain.

     

  •  03-06-2009, 6:29 PM 11552 in reply to 11549

    Re: Wild Apricot (WA) MMS - new admin "read only" capability

    Susan Bush:
    Currently Events Manager can delete or archive a member. Since we are giving Events priviliges to an outside organization who manages some of our dinner events, we certainly don't want a member deleted or archived by accident.

    We do want them to be able to sign someone up for the event, so that capability should remain

    We're in a similar situation.  I agree with you that this feature would be desirable.  In the meantime, I plan on exporting the current data to a spreadsheet just prior to handing things over to someone else!

  •  03-10-2009, 8:23 AM 11583 in reply to 11549

    Re: Wild Apricot (WA) MMS - new admin "read only" capability

    Actually Event managers should not be able to delete or Archive members. They do see the buttons but can not activate them - will get 'Access denied' message. (And we will will hide these buttons from them in the future).

    Dmitry Buterin, Chief Apricot
  •  03-10-2009, 12:37 PM 11589 in reply to 11583

    Re: Wild Apricot (WA) MMS - new admin "read only" capability

    Chief_Apricot:
    Actually Event managers should not be able to delete or Archive members. They do see the buttons but can not activate them - will get 'Access denied' message. (And we will will hide these buttons from them in the future).
    Excellent!
  •  09-01-2009, 12:43 PM 14129 in reply to 18014

    • Teri is not online. Last active: 02-08-2012, 7:40 PM Teri
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    Read-only admins [6904]

    I am new to WildApricot, so maybe my request is already possible.

     I would like to grant "read only" access to membership data to the president and other key members of our executive board, so they can send emails or find addresses or phone numbers without having to contact me.

     

    Is this already possible?

     

    thanks

  •  09-07-2009, 7:08 PM 14214 in reply to 19251

    • Teri is not online. Last active: 02-08-2012, 7:40 PM Teri
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    Read Only Administrative Access [6904]

    I would like to see a "read-only" Administrator access for our executive board to look up names and contact information.

     

    Teri

    Ohio Foreign Language Association

    Vice President for Membership

  •  09-09-2009, 8:44 PM 14238 in reply to 19251

    Re: Read Only Administrative Access

    Yes on this too.
  •  11-09-2009, 3:34 PM 15044 in reply to 18014

    Re: Read-only admins

    This is not currently possible but makes sense to me.

    Would love to hear feedback from others.


    Dmitry Buterin, Chief Apricot
  •  11-27-2009, 3:48 PM 15363 in reply to 18014

    • Teri is not online. Last active: 02-08-2012, 7:40 PM Teri
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    Re: Read-only admins

    Will this be addressed in 3.3?

     

    If not, is there a way around this?

     

    thanks

     

    Teri

    OFLA

  •  11-27-2009, 3:55 PM 15364 in reply to 18014

    Re: Read-only admins

    Teri,

    This is for now on our wishlist so it has not even made it to the roadmap. So there is no timeframe for it, sorry. As we get more comments/votes, we would move it up accordingly.

    I can not think of any workarounds.


    Dmitry Buterin, Chief Apricot
  •  05-03-2010, 9:32 AM 18014 in reply to 6339

    Re: new administrator role - Read-only access to member database [3766]

    A comment was received from another client on 'Dashboard customization' thread which turned out to be well aligned with this request.

    ---

    I am surprised that there have not been more entries for this particular topic. Those already posted provide some good points.

    We are fairly new to the Wild Apricot community and are very satisfied thus far.  That said, we have Regional Directors (Board Members) that are responsible for member recruitment; monitoring member status; and maintaining communication with their respective area members.

    Currently, separate from the Members-Only access page (and sub-pages) I have set up a Leaders-Only area which is restricted to a group option (currently includes the Board Member Group and Board Appointee Group).   The Leaders-Only area has a specific discussion forum and E-Board Meetings (set from a forum) and a draft documents page.  This setup works very well for us; however, there is a major issue of which there is no work-around.

    Our member directory works for general use; however, for our Regional Directors and other key Board Members is does not – and can not – include relevant information needed for their needs.

    The existing dashboard for Membership Management has information they need to perform their functions.  Specifically, the Membership Summary List/Chart shows a complete “picture” of membership status not available in the directory.  They need to know the members in their regions that have not paid current dues; those that have lapsed; etc. But, in order for them to see that information I would have to “give” rights to all those individuals.  For many reasons, I cannot and will not provide them those rights.  This is what we need:

    New “access rights” selection called; say: Board Member Review (or something similar)

    • New dashboard for Membership Review that would include the same information as the current Membership Management access dashboard without “Settings” and without account information and most active member information
    • The Membership Listing/Summary would look and function the same.
    • All search capabilities and clicking within the Member Listing/Summary would provide the same results.
    • When an individual member is selected, the same “tabbed” information detail (Contact information, Membership Information, etc.) would be shown; but there would be no “Edit” ability (edit button(s) hidden) for any parts of the information.
    • The new dashboard would also retain Email capability; but no export function (or have options for both).

    This is a quick overview of what I think is a missing dashboard component. I would think other organizations would have a similar need.  

    I would be happy to provide more information.  Thanks!


    Mike Ranger

    USARA 


    Dmitry Buterin, Chief Apricot
  •  08-12-2010, 1:44 PM 19208 in reply to 19251

    Re: Read Only Administrative Access [6904]

    This will be added in our next upgrade version 4.0 in September
    Dmitry Buterin, Chief Apricot
  •  08-13-2010, 2:24 PM 19251 in reply to 6339

    Re: new administrator role - Read-only access [6904]

    We will have Read-only admins in our upcoming version 4.0 due for release in September. 
    Dmitry Buterin, Chief Apricot
  •  08-31-2010, 10:06 PM 19451 in reply to 6339

    Re: new administrator role - Read-only access [6904]

    This is the number 1 feature addition requested by our club.  Our member director understandably does not want newbie admins messing in the member database.  On the other hand we have 6 or 8 board members who should have read access but it does not exist today.  These board members need the ability to run their own member searches based on their own criteria (ie, search for members of their own committees and subgroups, promotional chair wants to see if member drive is bringing in new members, secretary wants to search & list the names of last month's new members for the newsletter, etc). 

    Right now member director has to either let them all in and risk a potential unintended write or respond to lots of otherwise unnecessary queries. 

    Read-only rights for Event Managers to the Member Database would completely solve this issue.  Read-only Rights should include ability to create and store queries, everything except editting membership fields.

     thanks!


    -michellebw
  •  09-27-2010, 10:32 AM 19873 in reply to 6339

    Re: new administrator role - Read-only access [6904]

    We have implemented Read-only admins capability in version 4.0. 
    Dmitry Buterin, Chief Apricot
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