Access Control Lists (ACLs)

The “Access Control Lists” (ACLs) in the ‘Settings’ area of Retention CRM allows Associations, Chambers of Commerce and Nonprofits to control who can view or edit specific information. ACLs act like a gatekeeper for your data and combine three things: the action someone can take (view, edit etc.), the data it applies to (contacts in a group, specific events etc.), and the user role allowed to perform that action.

How to Use “Access Control Lists” in Association Management

Imagine a nursing association; ACLs can restrict access to sensitive member data (data) to authorized personnel (role) with editing rights (action). Let’s break down the specific fields you mentioned in this context:

• Manage Roles: Here you create different user groups (roles) within your association, like “Nurse Managers” or “Student Members”.
• Assign Users to Roles: Assign individual members to the relevant user groups based on their role in the association.
• Manage ACLs: This is where you define what actions (view/edit) each user group (role) can perform on specific data (member contact information, event registrations etc.). For instance, you can grant “Nurse Managers” the ability to edit member profiles while restricting student members to viewing only basic information.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Association: Manage access to member directory information

• Action: View, Edit
• Data: Member contact information (names, emails, phone numbers)
• Roles:
  • Member Directory Admin: This role can view and edit all member information. This could be staff members responsible for managing the member directory.
  • Standard Member: This role can only view basic information about other members, such as names and titles. This restricts access to sensitive member data like email addresses and phone numbers.

Chamber of Commerce: Control access to member leads

• Action: View, Edit
• Data: Member leads (potential customer information)
• Roles:
  • Sales Team: This role can view and edit all leads. This allows the sales team to follow up with potential customers effectively.
  • Member Company Admin: This role can only view leads generated by their company. This restricts access to leads from other member companies.

Nonprofit: Manage volunteer permissions

• Action: View, Edit
• Data: Volunteer contact information, volunteer opportunities (descriptions, signup information)
• Roles:
  • Volunteer Coordinator: This role can view and edit all volunteer information and opportunities.
  • Volunteer: This role can view their own contact information and signup for volunteer opportunities. They cannot view information about other volunteers or edit opportunities.

These are just a few examples of how ACLs can be used to manage access to data in Retention CRM for associations, chambers of commerce, and nonprofits. By carefully defining roles and permissions, organizations can ensure that sensitive information is only accessible to authorized users.