Relationships

Manage Role-Based Permissions

Provide your users with the access and capabilities they need for their day-to-day tasks while restricting them from features they don’t need. Users are assigned to roles, which are associated with a set of module-by-module permissions that you control. Set up as many different roles for your staff, members, and non-members as you like to give them exactly the access they need.

Define the Roles that Make Sense:

Decide on the roles that various people in your membership and staff play in your association and its operations. Create those roles in Engagifii quickly and easily.

Take a “Need to Know” Approach:

Control who sees what – from financial information to personal information on profiles – through permissions that you assign to your Engagifii roles.

Restrict Access to Unneeded Features:

Ensure everyone in your association has the access they need to do their work, but simplify the system for them while ensuring the security of critical information making unneeded features invisible.

Related Features

Report and Manage Outdated Organization Records

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Manage Groups of People

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Report and Manage Outdated People Records

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Track Interactions with Organizations

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Track Interactions with People

Keeping a detailed record of your interactions with both members and non-members is essential for maintaining strong relationships and ensuring that…

Track Positions that a Person Holds

In any organization, understanding the various roles an individual plays is crucial for managing responsibilities and workflows. Engagifii’s position…

Track a Person's Position History

Want to keep a detailed record of someone's career journey within your association or organization? Our position history feature allows you to do just…

Track a Person's Terms in Office

For many associations, keeping track of elected and appointed officials' terms is more than just internal record-keeping—it’s about serving as the go-to…

Customize Organization Records

Need a system that fits your specific needs when it comes to managing organizations like businesses or government agencies? With our customization…

Customize Person Records

Ever wish you could have complete control over how you manage and display information about people in your CRM? With our customization options, you can…

Approve Field Changes on Organizations

Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. As members make changes in Engagifii…

Deactivate/Delete Organization

Ensure that updates to your information about organizations are both timely AND accurate to ensure high quality association data. Staff members can…

Add/Deactivate Person

Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. Members in the field are often the…

Approve Field Changes on People