This idea has been merged into another idea. To comment or vote on this idea, please visit SMM-I-1299 Unbundle portfolio permissions for client-defined roles.
We would like the ability to customize access for each role at a granular level. Under each tab within an opportunity, there are certain sections that we would like to provide Opportunity Administrators access to change, and others we would like to manage at a System Administrator level. For example, Opportunity Administrators would have the ability to manage dates and financial information, while System Administrators would manage titles and descriptions. This would allow us to make sure we adhere to donor agreements, while letting the campus users manage their own operations.
Client Name "shard name" | fsu |
User | System Admin , Opportunity Admin |
Functional Unit | Client-Defined Roles |
Employee Name | Jon-Michael Sima |