Welcome to Luminate Ideas!

Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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Transaction Management group - split permissions. Fundraisers should be allowed to soft-credit but not refund.

We aim to empower our fundraising and customer support teams to manage soft credits, given the frequent requests they receive to transfer donations between team members or from direct donations to team captains, among others.

However, granting these permissions also grants them the ability to issue refunds and change donor names in gifts, which directly impacts tax receipting and financials. While we trust our staff, the risk is too great.

The current permission settings are hindering our ability to provide better service to our constituents. These permissions should be independent, allowing each organization to set the combination that works best for them.

  • Kabiria Espinosa
  • Apr 5 2024
Area of the Product Security
Org/Company Name LLSC
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