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Therese Morris

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  1. 18 votes

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    There are a few ways we can address this issue, based on current and planned functionality in ImportOmatic. If you haven’t already done so, we recommend adding Tags to your profiles, which will allow users to quickly filter to the profiles they want to see.

    However, we’re also considering the ability to restrict profiles to specific users. We would love to hear more comments on how your team divides responsibility for different profiles. Do the same people who run a profile also create it? Do multiple people on a team need access to the same profile, but not other teams? What’s your scenario?

    Thanks, and we’re looking forward to hearing more feedback!

    The Omatic Team

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    Therese Morris commented  · 

    Different people create and run different profiles based on their job.

    Therese Morris supported this idea  · 
  2. 26 votes

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    Therese Morris supported this idea  · 
  3. 168 votes

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    Therese Morris supported this idea  · 
  4. 14 votes

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    Therese Morris supported this idea  · 
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    Therese Morris commented  · 

    This should be applied to any non-constituent relationship that is promoted to a full constituent. We add parent relationships to our students and then promote them to constituents. It would save a lot of time/clean up to be able to apply the default set.

  5. 82 votes

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    Therese Morris supported this idea  ·