Client Admin view only access in NPOconnect for most areas

If I am in CSRconnect and I want to know more info about an org, my first tendency is to go to NPOconnect, but then I realize, I can’t see all the info there. So then I have to log into GC, pretend to start and application, search for the org, click on the org, then click on Due Diligence. That is too many steps in the wrong place to look up the info, right?!

Actually, there is a lot of good information in NPP and are not thinking there wouldn’t be any harm in having admins view most of it, but Not Giving (any disbursement or banking info).


Please see attached for more details and ideas. Thanks!

  • Lisa Maloney-Vinz
  • May 21 2024
  • Reviewed: Voting Open
Client Name Lisa Maloney-Vinz
Employee Name Ecolab
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