TL;DR: Is there a way to grant our staff the access they need without making them all admins? We use EveryAction and can assign defined user roles — no customization that I know of.
The full context:
The majority of our organization is on the campaign/advocacy side of work and the user roles on that side are pretty limited and seem to not quite meet our needs.
Most of our campaign staff are set to grassroots user roles. Some of their work includes working with businesses or government entities — contact type: organization — but they seem to be unable to view this contact type, which is really limiting. They also can’t search by online actions, like advocacy forms, even though that’s useful information for them. My workaround for that was to create a list based on form response for them, but when they can’t access contacts on the list, we’re kind of in trouble.
We changed user roles for one of our campaign staff to digital operations, but she’s reporting she doesn’t have access to phone banking (I need to impersonate and confirm, but the long list at the bottom doesn’t include ‘phone bank/ing’).
I don’t think it’s a good practice to give everyone admin status, but it’s looking like that’s the only way to achieve the access we need for our team. There seem to be a lot more options on the development side. Is there any hope for us?
Dream roles for our team:
Grassroots full access
- Everything grassroots
- Access to view and edit organization contact type (notes, update contact info, no need for financial view)
- Access to view online advocacy forms and search online form data (advocacy tools, no need for donation information)
Advocacy full access
- Everything in digital full access and everything in grassroots
We’re a small organization and I guess not as specialized as the user roles available to us — would these roles or changes to existing roles help others, too?
