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Status Future consideration
Categories Voting
Created by Hunor Ilyés
Created on Dec 7, 2021

Customize permissions of adding new contact or organization through the proxy voting flow

We would like to turn off the possibility to add new contacts and organizations in the proxy voting flow.

The reason: we have a separate flow for adding new contacts and organizations which is in sync with other systems. We have many custom fields to be filled in to ensure connnectivity of these different systems. New contacts/organizations added manually by any team member during the proxy vote will not have these custom fields filled in.

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Limit access of reviewer users so they are unable to add organisations and/or contacts

We have provided reviewer access for to internal members to view our plans and capture proxy votes on behalf of our customers. We have seen inconsistencies and duplicates created, which is creating an administrative burden on our Aha! team. We wou...
Dale Potter 10 months ago in Voting 0 Future consideration