The Fund Admin Role interacts with any other web user permissions. We have staff members who have personal Donor Advised Funds with us or other fund relationships as a result of their job. We have to create separate constituent accounts to ensure their other web user permissions do not interact with the Fund Admin role and create risk for elevated access to all fund relationships.

I understand that some organizations may want staff to be able to take action of behalf of their fundholders using the Fund Admin role, but this is a risk for us. It would be great if there was a web user role that functions like Fund Admin but doesn't allow staff to take any action. We have to pair it with a "Fund Viewer" role but then staff cannot reference the grants menus.

We would prefer for Fund Admin to be a standalone role that provides visibility but doesn't interact with other permission levels so staff can operate through one FCG/FCCP account.