Hi everyone,
We are working to have cross-departmental staff assign CSI reminders to each other, particularly on issues of tickets for members/partners.
From what I can tell, users can only assign CSI Reminders to A) other users in their user group, or B) a user group they have manager rights over.
I'm between a rock and a hard place in how to set this up. Taking the Box Office Manager who needs to assign a CSI to a Devo officer who books gifts -
If I go with option A, and make the Devo staffperson a member of the Box Office Manager user group, the Devo gift officer could feasibly log into that user group and start deleting performances.
But if I go with option B, and make the Box Office Manager user with Manager rights over the Devo Gift Entry user group, then the Box Office Manager could claim, post, and edit the Devo Gift Officers batches...
Has anyone faced this similar problem and come up with a brilliant solution?
I trust all of our users, so I'm not really worried about this being an active problem, but it seems wise to set it up with the least amount of wiggle room possible...
Thanks!
Frannie
Hi Frannie,
We've created fictional departmental user groups to assign across departments. We allow individuals that need to send CSIs to other departments to manage those groups. We did have to put into place a system where someone checks the fictional user group's reminders (using a report).
Hope this helps!
Anwar Nasir
Los Angeles Philharmonic
Amazing! Should have read the help docs more carefully... Thanks to you both!